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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bryan Gallentine is a financial advisor with Wells Fargo Advisors Financial Network, LLC. David has over 23 years of experience in the financial services industry. David's primary office is located in Fort Myers, Florida and he is licensed in 30 states and 2 jurisdictions. David holds Series 7, 9, 10, 31 and 63 securities licenses and Series 65 investment advisor license. David is a CERTIFIED FINANCIAL PLANNER™ professional. David is also the 100% owner of DGIMG, LLC DBA DURAND & GALLENTINE INVESTMENT MANAGEMENT GROUP. David's practice at Wells Fargo Advisors Financial Network, LLC focuses on providing investment consulting services to institutional clients as well as financial planning and portfolio management for individuals and businesses.
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.
1
2
FL
04/03/2013 - Present
Wells Fargo Advisors Financial Network, LLC (FORT MYERS FL)
FL
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (FORT MYERS FL)
FL
09/10/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FORT MYERS FL)
IA
Issued 10/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/05/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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