Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wren is a financial professional with over 30 years of experience in the financial services industry. David holds Series 7, 8, 9, 10, 24, 31, 63, and 65 securities licenses as well as the SIE designation. He is a Certified Financial Planner and currently works as a Registered Representative and Investment Advisor Representative at Cetera Investment Advisers LLC, located in Wall, NJ. David's prior experience includes positions at Citigroup Global Markets Inc. and Morgan Stanley DW Inc. David serves a wide variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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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2
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 12/8/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/8/2007
Series 24 - General Securities Principal Examination
BC
Issued 4/4/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 7/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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