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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 Reza Mehram is a financial advisor with over 20 years of experience in the industry. David has been registered with Wells Fargo Clearing Services, LLC since November 2016 and has also held previous roles with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David holds licenses for Series 3, 7, 9, 10, 66 and the SIE exam. David is registered with the state of Michigan and Texas as an Investment Advisor Representative. David Reza Mehram specializes in working with High Net Worth Individuals, Corporations or other businesses, Charitable Organizations, Pension & Profit Sharing Plans and Individuals other than High Net Worth.
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
12/11/2020 - Present
Wells Fargo Clearing Services, LLC (ANN ARBOR MI)
MI
07/25/2003 - 08/22/2008
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
NY
05/24/2000 - 08/01/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/27/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 3 - National Commodity Futures Examination
BC
Issued 05/23/2000
Series 7 - General Securities 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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