Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Callahan is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 30 years of experience in the industry. David holds Series 63, 65, 7, 24 and SIE licenses. David is currently registered in Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin and Wyoming. David is also registered as an Investment Advisor Representative in New Jersey, Ohio, South Carolina, Texas, and Virginia. David has been employed with Wells Fargo Advisors Financial Network, LLC since 2009. Prior to that, David worked at Morgan Stanley DW Inc. and Shearson Lehman Hutton 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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2
OH
02/17/2006 - Present
Wells Fargo Advisors Financial Network, LLC (DAYTON OH)
NY
02/13/1990 - 02/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
12/24/1981 - 02/13/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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