Unclaimed
David Weild has been a registered professional in the securities industry since 1985 and has worked with Weild & Co. since 2005. David has held numerous industry licenses and holds Series 7, 24, 63, 79TO, 82TO, 99TO and SIE licenses. David is registered in 51 states and territories. David is located at the firm's New York City office and also works with the firm's office in Boulder, Colorado.
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.
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.
1
2
NY
01/27/2005 - Present
Weild & Co. (NEW YORK NY)
NY
09/13/2000 - 01/25/2001
VECTOR SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
08/31/1987 - 11/30/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
03/20/1985 - 01/19/1987
BOETTCHER & COMPANY, INC.
BC
Issued 11/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/01/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Weild is the right advisor for you? Invested Better is here to help.