Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Samuel Sheusi is a financial advisor at Wells Fargo Clearing Services, LLC. David has been in the industry since August 1999 and has a wide range of experience, having worked for other prominent firms like UBS Financial Services Inc. and J.P. Morgan Securities Inc. David holds various licenses and certifications, including Series 7, 63, 66, 86, and 87. David is a Registered Representative and Investment Advisor Representative for Wells Fargo Clearing Services, LLC and is licensed in multiple states.
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
MD
05/29/2009 - Present
Wells Fargo Clearing Services, LLC (HUNT VALLEY MD)
MD
09/20/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
NY
07/13/2001 - 04/01/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MD
02/04/1999 - 06/19/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/11/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/02/1999
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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