Unclaimed
David Vanderwekken is a financial advisor with First Command Advisory Services. David has been in the financial services industry since December 2008. David has a total of 55 years of experience in the industry. David is registered with the state of Texas, and has been registered in 52 other states. David holds the Series 7, Series 9, Series 10, Series 24 and Series 66 licenses. David has specialized in financial planning, portfolio management for individuals, and pension consulting. David's previous employment includes Morgan Stanley, Scottrade, Inc., and Wells Fargo Advisors.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
12/08/2021 - Present
First Command Advisory Services (FORT WORTH TX)
AZ
07/06/2018 - 11/22/2021
MORGAN STANLEY (GILBERT AZ)
MO
10/21/2016 - 06/19/2017
SCOTTRADE, INC. (ST LOUIS MO)
MO
01/03/2011 - 10/19/2016
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
06/14/2012 - 06/18/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
UT
11/03/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
BOTH
Issued 12/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/30/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/31/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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