Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wilson is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the securities industry since 2007. David is registered to provide investment advisory services in the state of Texas and is licensed as a broker-dealer in Alabama and Texas.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AL
11/19/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MOBILE AL)
AL
04/09/2012 - 12/12/2019
HANCOCK WHITNEY INVESTMENT SERVICES INC. (GULF SHORES AL)
AL
11/03/2009 - 04/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOBILE AL)
MS
03/16/2007 - 07/30/2008
HANCOCK INVESTMENT SERVICES, INC. (BAY ST LOUIS MS)
TN
08/31/2004 - 06/02/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 11/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Wilson is the right advisor for you? Invested Better is here to help.
