Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Delino is a financial advisor with Wells Fargo Clearing Services, LLC in Carlsbad, CA. David Delino has over 10 years of experience in the financial services industry. Prior to joining Wells Fargo Clearing Services, LLC, David Delino was a financial advisor with Morgan Stanley for 6 years. David Delino is a Series 6, 7, 63, and 66 licensed advisor.
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
CA
04/03/2023 - Present
Wells Fargo Clearing Services, LLC (CARLSBAD CA)
CA
01/05/2017 - 04/28/2023
MORGAN STANLEY (Carlsbad CA)
CA
09/26/2012 - 10/17/2016
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
BOTH
Issued 09/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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