Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schnall is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. David has been a registered representative since 1995 and has experience in the financial services industry. David is licensed to offer securities in multiple states. David has a current registration as an Investment Advisor Representative in Florida and Texas, and is a registered representative in 26 other states. David currently works at the Wells Fargo Advisors Financial Network, LLC branch in Palm Beach Gardens, Florida and Boca Raton, Florida. David has worked for several firms in the past, including A. G. Edwards & Sons, Inc., Herbert J. Sims & Co. Inc., Kirlin Securities Inc. and Halpert and Company, Inc.
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.
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2
FL
02/19/2021 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
FL
01/01/2008 - 02/19/2021
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
NJ
10/31/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SHORT HILLS NJ)
CT
05/12/1998 - 11/07/2003
HERBERT J. SIMS & CO. INC. (FAIRFIELD CT)
NY
04/15/1996 - 05/05/1998
KIRLIN SECURITIES INC. (SYOSSET NY)
NJ
09/21/1995 - 04/24/1996
HALPERT AND COMPANY, INC. (MILLBURN NJ)
BOTH
Issued 05/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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