Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nelson is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Pocatello, ID. David has been a registered representative since 1989. David has extensive experience in the financial services industry, having worked with several firms. David is a Series 7, 9, 10, 31 and 66 licensed advisor and is registered in several states. David is a dedicated and experienced advisor with a focus on providing personalized financial advice and wealth management strategies to individuals and families.
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.
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2
ID
10/24/2022 - Present
Wells Fargo Advisors Financial Network, LLC (POCATELLO ID)
NM
03/25/1999 - 10/24/2022
WELLS FARGO CLEARING SERVICES, LLC (ALBUQUERQUE NM)
NY
03/02/1998 - 03/22/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
12/19/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NJ
01/28/1995 - 12/04/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
01/05/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NJ
05/01/1992 - 01/13/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/22/1989 - 05/05/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 12/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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