Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McLean is a financial advisor with over 16 years of experience in the financial services industry. David has been with Wells Fargo Clearing Services, LLC since 2016. Prior to joining Wells Fargo, David worked at Morgan Stanley and Citigroup Global Markets Inc. David is a licensed representative in Arizona, Minnesota, and Texas and holds Series 7, Series 66, and SIE licenses. David is a co-trustee of a trust and is active in the community. David is committed to helping his clients achieve 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
MN
06/21/2023 - Present
Wells Fargo Clearing Services, LLC (MINNEAPOLIS MN)
MN
06/01/2009 - 01/13/2016
MORGAN STANLEY (DULUTH MN)
MN
05/16/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DULUTH MN)
MN
05/10/2006 - 04/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH MN)
BOTH
Issued 06/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
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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