David Clawson

Senior Financial Advisor @Wells Fargo Advisors

Portland, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2022 — Present

Senior Financial Advisor @Wells Fargo Advisors

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EDUCATION

1998 — 2002

University of Redlands

Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

SKILLS

Wealth ManagementBusiness PlanningSales ManagementThinkorswimSeries 66Financial ServicesExperienced Sales ProfessionalAsset AllocationBankingMutual FundsBondsAnnuity SalesSeries 7Retirement PlanningFinraEquitiesFinancial PlanningModern Portfolio TheoryTactical Asset AllocationRelationship ManagementOptions StrategiesTradingEtfs

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

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