Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Clinton Wilson is a financial advisor at Edward Jones. David has been in the financial services industry since August 2005. David has a Series 6, Series 7, Series 63 and Series 66 licenses. David has been registered with Edward Jones since April 2009. David is a licensed representative in Arkansas, Massachusetts, Missouri and Utah. David previously worked at MetLife Securities Inc.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
04/21/2009 - Present
Edward Jones (ST LOUIS MO)
MO
06/04/2008 - 09/16/2008
METLIFE SECURITIES INC. (CHESTERFIELD MO)
MA
02/10/2004 - 12/06/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/10/2004 - 12/06/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
01/25/2001 - 07/15/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/25/2001 - 07/15/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/29/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Wilson is the right advisor for you? Invested Better is here to help.
