Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Green is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed to provide financial services in Arizona, California, Colorado, Idaho, Montana, Nebraska, Nevada, New Mexico, Texas, Utah, Washington and Wyoming. David has been recognized for his expertise in a variety of areas, including financial planning, portfolio management, and investment consulting. David is committed to providing his clients with personalized financial advice and guidance. David works with a wide range of clients, including individuals, families, businesses, and institutions. David has a strong track record of success and is dedicated to helping his clients achieve their financial goals.
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
ID
09/02/2022 - Present
Wells Fargo Advisors Financial Network, LLC (IDAHO FALLS ID)
ID
10/07/2011 - 09/02/2022
WELLS FARGO CLEARING SERVICES, LLC (POCATELLO ID)
ID
01/03/2006 - 10/12/2011
KEY INVESTMENT SERVICES LLC (IDAHO FALLS ID)
ID
10/12/2001 - 12/31/2005
MCDONALD INVESTMENTS INC. (IDAHO FALLS ID)
CA
10/12/2001 - 10/18/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/01/1999 - 10/12/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
UT
08/26/1991 - 07/01/1999
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
GA
07/27/1989 - 08/05/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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