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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hester is a financial advisor with Wells Fargo Clearing Services, LLC. David has been in the industry since 1983 and holds licenses in several states. David has experience in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and portfolio management for individuals and businesses.
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
MI
06/25/2012 - Present
Wells Fargo Clearing Services, LLC (FARMINGTON HILLS MI)
MI
09/20/1999 - 06/14/2010
ROBERT W. BAIRD & CO. INCORPORATED (BIRMINGHAM MI)
WI
11/01/2002 - 04/08/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
09/15/1989 - 09/20/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/30/1988 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
10/08/1987 - 12/19/1988
SHEARSON LEHMAN HUTTON INC.
NA
11/13/1984 - 02/11/1988
E. F. HUTTON & COMPANY INC
NA
10/25/1983 - 11/19/1984
IDS MARKETING CORPORATION
NA
10/25/1983 - 11/19/1984
IDS/AMERICAN EXPRESS INC.
IA
Issued 12/15/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1983
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 11/23/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/23/1995
Series 5 - Interest Rate Options Examination
BC
Issued 12/09/1991
Series 3 - National Commodity Futures Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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