Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Markmann is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 25 years of experience in the industry. David has been registered with the firm since 2009. Prior to Wells Fargo Advisors Financial Network, LLC, David has worked at Wachovia Securities, LLC, Prudential Securities Incorporated, Pruco Securities Corporation, Dean Witter Reynolds Inc., and Gilford Securities Incorporated. David has a strong understanding of the financial markets and is committed to providing his clients with personalized advice and investment strategies. David is licensed to sell securities in 52 states and the District of Columbia. He is also a Registered Investment Advisor.
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
MO
07/19/2006 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
VA
07/01/2003 - 07/17/2006
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NY
05/30/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/02/1998 - 03/22/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
09/30/1997 - 05/28/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/03/1997 - 09/09/1997
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
06/24/1996 - 02/12/1997
MONROE PARKER SECURITIES, INC. (PURCHASE NY)
IA
Issued 10/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/2011
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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