David Walley Email & Phone Number
Vice President - Investment Officer @ Wells Fargo Advisors
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David Walley Location
- Morrisville, PA, US
David Walley Work
- 2001 -now Vice President - Investment Officer @
- 1992 -2001 Vice President @
- 1987 -1992 Financial Advisor @
David Walley Education
- Randolph-Macon College
Bachelors (Economics and Business)
1981-1985
David Walley Skills
- Finance
- Investments
- Mutual Funds
- Equities
- Financial Services
- Bonds
- Cash Flow
- Options
- Retirement Planning
- Asset Allocation
- Access
- ETFs
- Estate Planning Strategies
- Estate Planning
- Option writing for income ... dividend stocks and ETFs
- Management
- Series 63
- Public Speaking
- Sales
- Wealth Management
- Customer Service
- Series 7
David Walley Summary
- David Walley, based in Morrisville, PA, US, is currently a Vice President - Investment Officer at Wells Fargo Advisors. David Walley brings experience from previous roles at UBS and Kidder Peabody. David Walley holds a 1981 - 1985 Bachelors in Economics and Business @ Randolph-Macon College. With a robust skill set that includes Finance, Investments, Mutual Funds, Equities, Financial Services and more. David Walley has 2 emails and 2 mobile phone numbers on RocketReach.
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