Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Raymond Drogon is a financial advisor at Wells Fargo Advisors Financial Network, LLC. David has been in the financial services industry for over 14 years and has a strong track record of success. He is a Certified Financial Planner® and is registered to provide investment advice in 45 states. David specializes in providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses. David is dedicated to helping clients achieve their financial goals. He is committed to providing personalized service and building long-term relationships with his clients.
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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NJ
05/13/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NJ
11/10/2011 - 05/13/2022
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NJ
08/31/2009 - 11/11/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST BRUNSWICK NJ)
NY
08/15/2008 - 09/02/2009
EDWARD JONES (STATEN ISLAND NY)
BOTH
Issued 08/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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