Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pearce Clarke is a financial advisor with over 40 years of experience in the financial services industry. Clarke is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since April 2024. Prior to joining Wells Fargo, Clarke was a registered representative with Wells Fargo Clearing Services, LLC. He is also a registered investment advisor in California, Florida and Texas. Clarke's expertise includes investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Clarke has a broad range of experience in the financial services industry and is committed to providing his clients with personalized service and sound financial advice.
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
CA
04/19/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ORINDA CA)
CA
05/18/2012 - 04/19/2024
WELLS FARGO CLEARING SERVICES, LLC (ORINDA CA)
CA
06/01/2009 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (ORINDA CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORINDA CA)
CA
01/06/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ORINDA CA)
MO
03/07/1995 - 01/11/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/03/1991 - 03/16/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
08/25/1989 - 01/14/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
04/19/1983 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 08/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/25/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/03/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 08/10/1983
Series 5 - Interest Rate Options Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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