Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cameron Schaap is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Lynchburg, Virginia. David has been in the industry since May 2008. David holds Series 6, 7, 63, and 66 securities licenses. David also holds a SIE exam. David is registered to provide investment advice in 17 states. David previously worked for WELLS FARGO CLEARING SERVICES, LLC. David is a Registered Representative and Investment Advisor Representative of Wells Fargo Advisors Financial Network, LLC.
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
VA
05/21/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LYNCHBURG VA)
VA
05/06/2008 - 05/17/2024
WELLS FARGO CLEARING SERVICES, LLC (FOREST VA)
BOTH
Issued 06/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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