Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Wilson is a financial advisor with over 30 years of experience. David has a strong background in the financial services industry, with experience at several prominent firms, including Lehman Brothers, Merrill Lynch, and Morgan Stanley. David is currently a Registered Representative with Osaic Institutions, Inc., where David provides financial planning and investment management services to individuals and businesses. David is registered with the Financial Industry Regulatory Authority (FINRA) and has held Series 3, 7, 63 and 65 licenses. David is also a Registered Investment Advisor (RIA) in several states, including Pennsylvania, Texas, New Jersey, and North Carolina.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
PA
12/17/2024 - Present
Osaic Institutions, Inc. (Haverford PA)
PA
06/01/2009 - 03/23/2015
MORGAN STANLEY (BRYN MAWR PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAYNE PA)
PA
05/26/2006 - 04/02/2007
MORGAN STANLEY DW INC. (WAYNE PA)
PA
07/14/2000 - 06/08/2006
LEHMAN BROTHERS INC. (PHILADELPHIA PA)
NY
12/07/1992 - 07/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2018
Series 3 - National Commodity Futures Examination
BC
Issued 12/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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