Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mark Youngman is a financial advisor with Wells Fargo Advisors Financial Network, LLC. David has been in the industry since 2002. David is registered in 56 states and the District of Columbia, including Missouri, Illinois, and Texas. David is also a Registered Investment Advisor and holds the Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. David specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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
MO
11/08/2012 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
OR
01/01/2008 - 10/30/2012
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
MO
02/21/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/25/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Youngman is the right advisor for you? Invested Better is here to help.
