Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Clark Wolf has been in the financial industry since October 2005. David is currently registered with Commonwealth Financial Network and Widmann Financial Services. David has Series 6, 7, 63 and 65 securities licenses as well as the SIE exam. David has previously worked for Metlife Securities Inc. and Metropolitan Life Insurance Company. David is also a notary public and is a part-time actor. David is currently licensed in California, Delaware, Florida, Illinois, Maryland, Massachusetts, Michigan, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Washington.
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.
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
MD
01/04/2010 - Present
Commonwealth Financial Network (BOWIE MD)
MD
10/05/2005 - 04/11/2007
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
10/05/2005 - 04/11/2007
METROPOLITAN LIFE INSURANCE COMPANY (BALTIMORE MD)
IA
Issued 10/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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