David Clawson
Experienced Financial Advisor at Wells Fargo Advisors
- Role
- Senior Financial Advisor at Wells Fargo Advisors
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About David Clawson
This information is intended for use by residents of AZ, CA, OR, TX, and WA and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Senior Financial Advisor
Jul 2022 — Present
Education
University of Redlands
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
1998 — 2002
Skills
- Wealth Management
- Business Planning
- Sales Management
- Thinkorswim
- Series 66
- Financial Services
- Experienced Sales Professional
- Asset Allocation
- Banking
- Mutual Funds
- Bonds
- Annuity Sales
- Series 7
- Retirement Planning
- Finra
- Equities
- Financial Planning
- Modern Portfolio Theory
- Tactical Asset Allocation
- Relationship Management
- Options Strategies
- Trading
- Etfs
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