Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nesbit is a financial advisor registered with Wells Fargo Clearing Services, LLC. David has over 20 years of experience in the financial industry. David is licensed to offer securities and investment advisory services in various states. David's experience includes time spent at both Edward Jones and Citigroup Global Markets Inc. David currently works out of the Frisco, TX branch office of Wells Fargo Clearing Services, LLC, which is a large, SEC-registered investment advisor with over $10 billion - $50 billion in assets under management.
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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2
TX
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (FRISCO TX)
TX
05/14/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PLANO TX)
TX
08/02/2004 - 06/02/2008
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
MO
02/27/2001 - 08/02/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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