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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 Charles Blaisdell is a financial advisor with over 20 years of experience in the industry. David is registered to provide investment advice in several states including Idaho, Texas and Arizona. David is currently associated with Wells Fargo Clearing Services, LLC, a firm with a long history of providing comprehensive financial services to clients. Prior to joining Wells Fargo, David held positions with Citigroup Global Markets Inc and American Express Financial Advisors Inc. David has earned a number of professional designations and has passed a variety of exams including the Series 6, Series 7, Series 63 and the Series 65. David's experience and qualifications make him a valuable resource for clients seeking a broad range of financial services.
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
ID
04/30/2010 - Present
Wells Fargo Clearing Services, LLC (BOISE ID)
CA
03/26/2002 - 10/23/2007
CITIGROUP GLOBAL MARKETS INC. (IRVINE CA)
MN
03/20/2000 - 03/21/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/20/2000 - 03/21/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
08/25/1999 - 10/22/1999
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
IA
Issued 05/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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