Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Golson is a financial advisor in Montgomery, Alabama. David has been in the financial services industry since February 2, 1993. David is currently registered with Wells Fargo Clearing Services, LLC. Previously, David was registered with A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., and PRUCO Securities Corporation. David holds FINRA Series 6, 7, 63, and 65 licenses, as well as the SIE exam.
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
AL
06/05/2021 - Present
Wells Fargo Clearing Services, LLC (MONTGOMERY AL)
AL
03/24/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MONTGOMERY AL)
AL
08/09/2002 - 02/07/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MONTGOMERY AL)
NY
06/19/1997 - 08/13/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
09/21/1992 - 03/19/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1992
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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