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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 Boyer is an Investment Advisor Representative with Wells Fargo Clearing Services, LLC. David has been in the securities industry since October 24, 1992. David is currently registered with the state of Pennsylvania. David is also registered with FINRA as a Registered Representative and holds the Series 6, Series 7 and Series 63 licenses, along with the SIE exam. Prior to joining Wells Fargo Clearing Services, LLC, David worked at First Union Brokerage Services, Inc., First Clearing Corporation, Meridian Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Pruco Securities Corporation.
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
PA
06/03/2003 - Present
Wells Fargo Clearing Services, LLC (WYOMISSING PA)
NC
05/06/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
08/19/1996 - 09/03/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NA
05/10/1995 - 08/19/1996
MERIDIAN SECURITIES, INC.
IN
07/08/1993 - 02/23/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/08/1993 - 02/23/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
08/03/1992 - 06/29/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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