Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Crum is an Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC. David has been in the financial services industry since October 20, 1982. David is registered with the Securities and Exchange Commission (SEC) and has been licensed in 12 states. He has passed the Series 63, Series 7, and SIE exams. David has a history of working with individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, state or municipal government entities, and insurance companies.
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
FL
11/01/2012 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
FL
06/01/2009 - 11/15/2012
MORGAN STANLEY (BOCA RATON FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
02/05/1996 - 04/02/2007
MORGAN STANLEY DW INC. (BOCA RATON FL)
IL
01/27/1994 - 02/27/1996
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
05/03/1991 - 01/10/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/20/1982 - 05/15/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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