Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Holdsworth is a financial advisor with over 30 years of experience in the industry. David is currently registered with Wells Fargo Advisors Financial Network, LLC and is based in Bethesda, Maryland. David has extensive experience in providing financial advice to individuals and families, as well as corporations, charitable organizations, and pension and profit-sharing plans. David offers a wide range of services, including investment consulting, financial planning, portfolio management, and selection of other advisors. David's previous experience includes positions at Wells Fargo Clearing Services, LLC, First Union Capital Markets Corp., Ferris, Baker Watts Incorporated, and Thomas James Associates, Inc. David is committed to providing personalized financial advice and helping 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.
1
2
MD
01/09/2020 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
10/01/1999 - 01/10/2020
WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)
NC
10/13/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
MD
02/03/1992 - 10/19/1995
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
NY
05/02/1991 - 12/18/1991
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
IA
Issued 08/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 04/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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