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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Viola is a financial advisor with Wells Fargo Advisors Financial Network, LLC, with over 40 years of experience in the industry. David specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutional clients. David is registered with the state of Pennsylvania as both a Registered Representative and an Investment Advisor Representative.
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
PA
10/22/2018 - Present
Wells Fargo Advisors Financial Network, LLC (COLLEGEVILLE PA)
PA
10/01/1999 - 10/19/2018
WELLS FARGO CLEARING SERVICES, LLC (BERWYN PA)
NC
03/07/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
06/20/1984 - 03/18/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/24/1983 - 04/16/1984
THE GREAT-WEST LIFE ASSURANCE COMPANY
IA
Issued 03/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1991
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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