Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Devine is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Previously, David was registered with ALPACA SECURITIES LLC, WELLS FARGO SECURITIES, LLC, WELLS FARGO PRIME SERVICES, LLC, U.S. BANCORP INVESTMENTS, INC., and WELLS FARGO ADVISORS, LLC. David holds Series 7, 9, 10, 24, 27, 52TO, 53, and 99TO licenses.
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
MO
02/13/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
FL
09/28/2021 - 01/03/2023
ALPACA SECURITIES LLC (BABCOCK RANCH FL)
MN
06/18/2015 - 09/21/2021
WELLS FARGO SECURITIES, LLC (MINNEAPOLIS MN)
CA
03/22/2018 - 11/19/2018
WELLS FARGO PRIME SERVICES, LLC (SAN FRANCISCO CA)
MN
10/17/2013 - 05/21/2015
U.S. BANCORP INVESTMENTS, INC. (MINNEAPOLIS MN)
MN
01/03/2011 - 08/08/2012
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
07/19/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
06/24/2002 - 06/26/2006
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
09/20/2000 - 07/06/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/19/2017
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/01/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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