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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 Mathew Wren is a financial advisor with over 30 years of experience in the industry. David is currently registered with Cetera Investment Advisers LLC in New Jersey and Texas. Prior to joining Cetera Investment Advisers LLC, David was with Morgan Stanley DW Inc. and CITIGROUP GLOBAL MARKETS INC. David is a Certified Financial Planner and holds the Series 7, Series 10, Series 24, Series 31, Series 63, and Series 65 licenses. David specializes in financial planning, portfolio management for individuals and businesses, 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.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (WALL NJ)
NJ
05/14/2001 - 05/26/2006
CITIGROUP GLOBAL MARKETS INC. (SEA GIRT NJ)
NY
08/03/1992 - 05/14/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/04/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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