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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 Wisniewski is a financial advisor with Wells Fargo Advisors Financial Network, LLC. David has been in the financial services industry since 1986. David is registered to provide investment advice in Delaware and Maryland. David is also registered with FINRA and the Securities Investor Protection Corporation. David has a Series 3, Series 7 and Series 63 license. David has extensive experience in the financial services industry. David can help you with your financial planning needs.
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
MD
09/12/2022 - Present
Wells Fargo Advisors Financial Network, LLC (HUNT VALLEY MD)
MD
03/20/2009 - 09/12/2022
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
MD
09/27/1991 - 04/14/2009
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NJ
08/19/1986 - 10/01/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 03/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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