Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Anderson has over 30 years of experience in the financial services industry. David is a Registered Representative of Wells Fargo Advisors Financial Network, LLC, where David focuses on providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for both businesses and individuals. David has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wachovia Securities, LLC, and WM Financial Services, 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.
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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CA
05/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (EL SEGUNDO CA)
CA
06/29/2017 - 05/12/2023
WELLS FARGO CLEARING SERVICES, LLC (EL SEGUNDO CA)
CA
04/17/2009 - 07/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
04/02/2001 - 04/21/2009
WACHOVIA SECURITIES, LLC (ROLLING HILLS ESTATES CA)
CA
09/29/1999 - 04/30/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
05/01/1998 - 09/17/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
06/18/1993 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
VA
04/08/1992 - 06/11/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
10/19/1988 - 12/18/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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