Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weissman is a financial advisor at Wells Fargo Clearing Services, LLC. David has been in the financial services industry since 1987. David is a registered representative and investment advisor representative in Florida and Texas. David is a member of the Financial Industry Regulatory Authority (FINRA). David specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
FL
08/27/2015 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
02/16/2001 - 03/10/2009
JANNEY MONTGOMERY SCOTT LLC (BOCA RATON FL)
NJ
07/23/1998 - 02/27/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 08/04/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
07/12/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/06/1990 - 07/15/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/06/1989 - 07/10/1989
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NA
04/28/1988 - 01/12/1989
BLINDER, ROBINSON & CO., INC.
NA
10/03/1986 - 03/22/1988
F.D. ROBERTS SECURITIES, INC.
BOTH
Issued 09/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
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
Not sure David Weissman is the right advisor for you? Invested Better is here to help.
