Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wesley Jolly is a financial professional with over 2 years of experience in the financial services industry. He is currently registered with W&S Brokerage Services, Inc. and has a Series 7TO, SIE, and Series 66 license. Prior to joining W&S Brokerage Services, Inc., David worked for OPEN TO THE PUBLIC INVESTING, INC., ROBINHOOD FINANCIAL, LLC, and T. ROWE PRICE INVESTMENT SERVICES, INC.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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2
OH
12/15/2023 - Present
W&S Brokerage Services, Inc. (CINCINNATI OH)
NY
06/01/2022 - 08/22/2023
OPEN TO THE PUBLIC INVESTING, INC. (NEW YORK NY)
CO
03/19/2021 - 05/18/2022
ROBINHOOD FINANCIAL, LLC (Denver CO)
CO
12/04/2019 - 02/24/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 12/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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