Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ellsworth Posey is a registered representative of Wells Fargo Advisors Financial Network, LLC, and has been with the firm since January 2025. David Ellsworth Posey's office is located in Jacksonville Beach, FL and has been in the financial services industry since February 1981. David Ellsworth Posey has passed the Series 63 and Series 65 exams. David Ellsworth Posey provides investment consulting services to institutional clients and offers financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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FL
02/04/2025 - Present
Wells Fargo Advisors Financial Network, LLC (JACKSONVILLE BEACH FL)
Active
Inactive
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