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David Schinasi

Wells Fargo Securities, LLC

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About David Schinasi

David Schinasi is a financial advisor with Wells Fargo Securities, LLC. He is located in SAN FRANCISCO, CA and has been in the industry since 1995. David has a wide range of experience in the financial services industry, including investment banking and operations. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 24, 63, 79, and 99 licenses. He is also registered in 53 states and the District of Columbia.

Firm Information

David Schinasi is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Schinasi’s Registration & Firm History

CA

09/05/2007 - Present

Wells Fargo Securities, LLC (SAN FRANCISCO CA)

NY

10/25/2005 - 08/27/2007

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

03/31/2000 - 08/16/2005

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

01/03/1995 - 03/16/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

11/29/1997 - 09/01/1998

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/20/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/20/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for David Schinasi.
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