Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Charles Wolf is a financial advisor in BUFFALO, NY. David has been in the industry since 1995 and is registered with Raymond James Financial Services Advisors, Inc. David specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, corporations, and institutions. David is also an officer and treasurer of the Saturn Club, a city club in BUFFALO, NY.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
06/04/2018 - Present
Raymond James Financial Services Advisors, Inc. (BUFFALO NY)
NY
08/09/1996 - 05/01/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
NY
04/19/1995 - 08/14/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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