Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Teeter is a financial advisor with over 38 years of experience in the industry. David currently works with Wells Fargo Advisors Financial Network, LLC, in ROSEMARY BEACH, Florida. David has held various positions with several firms throughout his career. David has a strong track record of success and is committed to providing his clients with personalized financial advice. He has a deep understanding of the financial markets and is dedicated to helping his clients reach their financial goals.
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
07/27/2022 - Present
Wells Fargo Advisors Financial Network, LLC (ROSEMARY BEACH FL)
NJ
09/28/2016 - 07/21/2022
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
08/23/2004 - 09/30/2016
ROYAL ALLIANCE ASSOCIATES, INC. (COLTS NECK NJ)
MD
09/22/2000 - 08/23/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
10/15/1999 - 09/27/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/15/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MO
04/22/1998 - 09/09/1999
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
NY
02/15/1994 - 03/31/1998
THE NIKKO SECURITIES CO. INTERNATIONAL, INC. (NEW YORK NY)
NY
03/13/1989 - 02/16/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/27/1987 - 02/17/1989
COUNTY NATWEST GOVERNMENT SECURITIES, INC.
NA
11/25/1986 - 07/27/1987
SWINK & COMPANY, INC.
NA
04/29/1985 - 11/28/1986
FIRST INVESTMENT SECURITIES, INC.
NA
03/06/1985 - 04/16/1985
COLLINS SECURITIES CORPORATION
NA
05/16/1984 - 03/04/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/25/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/23/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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