Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Richard Jancuk is a registered representative with Wells Fargo Clearing Services, LLC. David has been in the industry since June 1999 and has experience providing investment advice to both individuals and businesses. David is licensed in 41 states and holds licenses including Series 3, 7, 9, 10, 31, 66, and SIE. In addition to David's work with Wells Fargo Clearing Services, LLC, David has held previous positions with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. David's specialties include managing fixed income, mutual funds and equities. David is also experienced in advising clients on retirement planning, insurance, and estate planning.
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
NV
10/21/2015 - Present
Wells Fargo Clearing Services, LLC (LAS VEGAS NV)
NV
06/01/2009 - 12/20/2011
MORGAN STANLEY SMITH BARNEY (LAS VEGAS NV)
NV
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAS VEGAS NV)
NV
06/02/1999 - 04/02/2007
MORGAN STANLEY DW INC. (LAS VEGAS NV)
BOTH
Issued 06/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2007
Series 3 - National Commodity Futures Examination
BC
Issued 07/06/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/1999
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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