Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Widell is a financial advisor with Cetera Advisor Networks LLC in Jacksonville, FL. David has been in the financial industry since 2007. David is registered to sell securities in Florida. Cetera Advisor Networks LLC is also registered with FINRA and the SEC. David has passed the Series 7 and SIE exams. David has experience with Morgan Stanley Smith Barney, Raymond James & Associates, Inc. and Citigroup Global Markets Inc.
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.
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.
1
2
FL
01/02/2014 - Present
Cetera Advisor Networks LLC (JACKSONVILLE FL)
FL
02/18/2011 - 07/06/2012
RAYMOND JAMES & ASSOCIATES, INC. (JACKSONVILLE FL)
FL
06/01/2009 - 03/11/2011
MORGAN STANLEY SMITH BARNEY (JACKSONVILLE FL)
FL
10/17/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSONVILLE FL)
IA
Issued 11/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Widell is the right advisor for you? Invested Better is here to help.
