Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eckman is a financial advisor with over 30 years of experience in the financial services industry. David is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC and has been with the company since 2011. Prior to that, David was a Registered Representative and Investment Advisor Representative with WELLS FARGO INVESTMENTS, LLC from 2002 to 2011. David is also a Certified Financial Planner™. David has a strong background in providing financial planning and investment management services to individuals, businesses, and institutions. David specializes in retirement planning, investment management, and estate planning. David is committed to providing his clients with personalized and comprehensive financial advice. David is registered to provide financial services in 29 states and territories including: Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Maryland, Massachusetts, Michigan, Missouri, Montana, Nebraska, Nevada, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Puerto Rico, South Dakota, Texas, Utah, Virginia, Washington, and Wyoming. David is committed to providing his clients with the highest level of service and is dedicated to helping them achieve their financial goals.
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
ID
04/16/2020 - Present
Wells Fargo Clearing Services, LLC (IDAHO FALLS ID)
ID
01/02/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (IDAHO FALLS ID)
MN
01/24/1994 - 01/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/24/1994 - 01/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1994
Series 7 - General Securities 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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