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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maher is a financial advisor with Wells Fargo Advisors Financial Network, LLC. David has been in the industry since May 2006 and has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. David is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their unique needs and goals. David has a broad range of experience in financial planning, investment management, and retirement planning. David is also a Certified Financial Planner. David's current office locations are in Williston, VT and Rochester, NY.
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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VT
09/04/2019 - Present
Wells Fargo Advisors Financial Network, LLC (WILLISTON VT)
VT
04/17/2015 - 09/04/2019
WELLS FARGO CLEARING SERVICES, LLC (BURLINGTON VT)
VT
09/21/2007 - 04/24/2015
UBS FINANCIAL SERVICES INC. (SOUTH BURLINGTON VT)
VT
05/03/2006 - 09/26/2007
A. G. EDWARDS & SONS, INC. (BURLINGTON VT)
BOTH
Issued 05/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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