DAVID

MOLSIN

With certifications as a Financial Advisor, Stock Trader, and Investment Broker, I stand out by providing clients with strategic guidance, helping them achieve sustained profitability in the dynamic landscape of financial markets.

0+

Recurrent Clients

$0M

Portfolio Profit

0+

State Licenses

David Molsin

I'm David Molsin, an accomplished Financial Consultant and Investment Broker boasting over 13 years of extensive experience. I've collaborated with esteemed brokerage firms in the United States and am currently a proud member of the Metro Capital Funds team.

My professional qualifications include holding Series 63, Series 65, and Series 66 licenses, designating me as both a securities agent and an investment advisor representative. Demonstrating my commitment to excellence, I've successfully passed six Broker Qualification examinations and obtained registered licenses in 25 states nationwide.

Throughout my career, I've refined my expertise in assisting clients in reaching their financial goals. My responsibilities encompass offering strategic advice on securities, as well as crafting and implementing highly lucrative investment and trading strategies. My adeptness in navigating the intricacies of the financial landscape establishes me as a reliable partner in guiding clients toward financial success.

Examinations

STATE SECURITIES LAW

Series 66

Uniform Combined State Law
Examination
-Feb 25,2019

Series 65

Uniform Investment Adviser Law
Examination
-Feb 25,2019

Series 63

Uniform Security Agent State
Examination
-Feb 25,2019

GENERAL INDUSTRY / PRODUCT EXAM

Series 7TO

General Securities representative
Examination
-Feb 25,2019

SIE

Securities Industry Essentials
Examination
-Feb 25,2019

Series 7

General Securities Representatives
Examination
-Feb 25,2019

Professional

Experience

2019 - Present (4 years)

WELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)

Stock Broker
Investment Adviser

2002 - 2003 (1 year)

WACHOVIA SECURITIES, LLC (CRD#19616)

Investment Adviser

1999 - 2003 (3 years)

WACHOVIA SECURITIES, LLC (CRD# 19616)

Stock Broker

1994 - 1999 (5 years)

FIRST UNION CAPITAL MARKET CORP, (CRD# 19616)

Stock Broker
Stock Broker

What I Offer

WEALTH MANAGEMENT
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INVESTMENT ADVICE
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FINANCIAL PLANNING
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REAL-ESTATE ASSET MANAGEMENT
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BUSINESS RETIREMENT PLANNING
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PORTFOLIO MANAGEMENT
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David Molsin

Financial Consultant / Investment Broker
13+ Years of Experience
FINRA, NASDAQ & NYSE Certified
38+ State Registeration Licenses

Words From My Clients

He consistently exceeded my expectations. His thorough research, proactive approach,and dedication to client success have led remarkable returms on my investments . i confidemntly recommend David to anyone in need.
I have been consistently amazed by David exceptional work ethic and his ability to go above and beyond. His dedication to achieving client satisfaction and his innovative problem-solving skills have significantly impacted the positive outcomes of our collaborations.
Throughout our partnership, David has consistently displayed an unparalleled level of dedication and expertise. His proactive and detail-oriented approach, coupled with a genuine commitment to achieving client goals, has resulted in outstanding outcomes.
David's proactive and diligent work has been instrumental in delivering exceptional results. His commitment to client success, coupled with a strong focus on achieving measurable returns, has made a significant impact on our endeavors.
David's attention to detail and commitment to delivering exceptional results have truly impressed me. His proactive communication and strategic insights have greatly contributed to the success of my projects.

Contact Me

Contact Email
Brokermolsin@gmail.com
Do you require the services of a financial broker or wealth manager?
Are you seeking new opportunities?
I'm here to help. Drop me a line