David M. Wellen
M Holdings Securities, Inc.
Financial Planner in Colorado Springs, CO
Address:1586 S 21st St, Ste 100
Colorado Springs, CO 80904
About David M. Wellen
David Wellen is a financial professional at M Holdings Securities, Inc. located in Colorado Springs, Colorado. David Wellen holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
David Wellen provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
David Wellen1586 S 21st St, Ste 100
Colorado Springs, CO 80904
Phone Number:
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Website:
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