Unclaimed
David Wattenbarger is a financial advisor with Drw Financial, a firm registered with the SEC. David is based in Chattanooga, Tennessee. David has been in the industry since 2000 and has Series 7, 55, 24, 4, 53, 65 and 66 licenses. David specializes in investment advisory services for individuals and charitable organizations and holds the Certified Financial Planner designation. David is also registered as an Investment Advisor Representative in Georgia, Illinois, Oklahoma, Tennessee and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Selection of other advisers fees
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2
TN
06/22/2022 - Present
DRW Financial (CHATTANOOGA TN)
TN
10/09/2000 - 11/19/2012
SECURITIES SERVICE NETWORK, INC. (CHATTANOOGA TN)
MN
05/19/2000 - 10/13/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/19/2000 - 10/13/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/2002
Series 4 - Registered Options Principal Examination
BC
Issued 03/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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