Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Squire is a financial advisor at Wells Fargo Advisors Financial Network, LLC with over 25 years of experience in the financial services industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and has held positions at several well-known firms, including UBS PaineWebber Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. David is registered to provide investment advice in 29 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.
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2
TX
05/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DRIPPING SPRINGS TX)
TX
06/08/2009 - 05/12/2023
WELLS FARGO CLEARING SERVICES, LLC (BEE CAVE TX)
TX
05/16/2003 - 06/09/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
NJ
08/25/1998 - 06/03/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 09/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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