Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brownlow is a financial advisor with Wells Fargo Advisors Financial Network, LLC. David has been in the financial services industry since November 12, 2001. David holds the Series 7, Series 66, and SIE securities licenses. David is also a Certified Financial Planner. David has a strong background in providing financial planning and investment management services to individuals and businesses. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
03/04/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON NC)
NC
01/18/2008 - 03/04/2022
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
NC
09/30/2004 - 01/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
NC
11/13/2001 - 10/01/2004
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
BOTH
Issued 06/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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