Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Werner has been in the financial services industry since 1993. David is a Certified Financial Planner™ and is currently registered with Wells Fargo Advisors Financial Network, LLC. David is licensed to provide investment advice in Texas and Wisconsin, and has previously held positions with A. G. Edwards & Sons, Inc. and The Great-West Life Assurance Company. David specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and selection of other 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.
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
WI
12/07/2018 - Present
Wells Fargo Advisors Financial Network, LLC (APPLETON WI)
WI
01/01/2008 - 12/07/2018
WELLS FARGO CLEARING SERVICES, LLC (APPLETON WI)
WI
10/08/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (APPLETON WI)
CO
10/24/1996 - 08/18/1999
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
05/02/1996 - 10/22/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
CO
10/15/1993 - 04/05/1996
JANUS DISTRIBUTORS, INC. (DENVER CO)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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