Unclaimed
David Matthew Weske is a financial professional with over 12 years of experience in the financial services industry. David is currently registered with Voya Investment Management Co. LLC, and has been with the firm since March 2020. Before joining Voya, David was a financial advisor at Wells Fargo Funds Distributor, LLC from July 2010 to January 2020. David is licensed in a number of states and holds a Series 7, Series 24, Series 31 and Series 66 license. David provides portfolio management services to individuals, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/30/2020 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
WI
07/14/2010 - 01/15/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
10/20/2008 - 07/08/2010
HARRIS INVESTOR SERVICES, INC. (CEDARBURG WI)
WI
07/30/2007 - 06/02/2008
MORGAN STANLEY & CO. INCORPORATED (WAUWATOSA WI)
BOTH
Issued 08/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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