Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Clawson is a financial advisor with over 17 years of experience in the industry. David has a strong track record of success in providing financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Currently, David works at Wells Fargo Clearing Services, LLC, and is registered to provide advisory services in Oregon, Texas, and Washington. David has previously worked at TD Ameritrade, Inc. and Wells Fargo Advisors, LLC.
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.
1
2
WA
11/07/2023 - Present
Wells Fargo Clearing Services, LLC (VANCOUVER WA)
OR
02/18/2011 - 01/11/2021
TD AMERITRADE, INC. (PORTLAND OR)
CA
01/03/2011 - 02/23/2011
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
12/16/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/05/2002 - 04/02/2008
AXA ADVISORS, LLC (FRESNO CA)
BOTH
Issued 11/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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