Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stewart Kidd is a financial advisor with Wells Fargo Clearing Services, LLC. David has been in the financial industry since March 31, 2010. David is registered with the state of California and Texas. David works out of the Westlake Village office location. David also has previous experience working for Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. David is licensed to offer financial advice in the following states: Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maine, Massachusetts, Minnesota, Montana, Nevada, New York, North Carolina, Oklahoma, Oregon, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. David specializes in providing financial advice to individuals, corporations, and charitable organizations.
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
CA
02/18/2020 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE VILLAGE CA)
CA
01/03/2011 - 03/24/2011
WELLS FARGO ADVISORS, LLC (VALENCIA CA)
CA
05/02/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (VALENCIA CA)
BOTH
Issued 05/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
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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