David Sosa

Business Initiatives Consultant at First Clearing - St. Louis, MO, US

David Sosa's Colleagues at First Clearing
Cindi Cooper

National Recruiting Director

Contact Cindi Cooper

Mark Storey

Process Manager

Contact Mark Storey

Grant Koentz

Market Growth & Development Consultant

Contact Grant Koentz

anthony italiano

Vice President

Contact anthony italiano

Victoria Norris

avp

Contact Victoria Norris

Sheila Stark

account manager and vice president

Contact Sheila Stark

Dede Raskas

vice president, strategic solutions

Contact Dede Raskas

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David Sosa's Contact Details
Email (Verified)
***@firstclearing.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
888-322-2532
Location
St Louis, Missouri, United States
Company
First Clearing
David Sosa's Company Details
First Clearing logo, First Clearing contact details

First Clearing

St. Louis, MO, US • 1000 - 4999 Employees
Financial Services

First Clearing is a clearing and custody services business, serving broker dealers and registered investment advisors nationwide. Driven by a strong and abiding commitment to the power of relationship, our mission is to help our client firms create and grow successful businesses. Through our affiliation with Wells Fargo & Company, we provide access to vast resources to help you address all aspects of your business, empowering you to deliver the client experience you desire.We believe our experience working with quality firms for more than three decades has not only garnered us a reputation for questioning the status quo, but it also allows us to envision what lies ahead and innovate for the next generation.It's your vision, your business, and your legacy. And we're with you every step of the way.First Clearing 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. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and registered investment advisors and does not provide services to the general public. CAR-0322-03009

Technology & Operational Solutions Risk Management & Compliance Tools and Consulting Practice Management Support and Professional Development for Advisors and Firm Leaders Thought-Provoking Industry Event and Forum Experiences for Firm Leaders and Advisors Advisor Workstation and Product Solutions Operational and Risk Management Support Practice Management and Development Programs Industry Event and Forum Experiences for Firm Leaders and Advisors We help broker-dealers and RIAs grow their businesses in three ways: recruiting and retaining financial professionals facilitating merger & acquisition opportunities helping financial professionals redefine their value through professional development programs. facilitating merger & acquisition opportunities
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Frequently Asked Questions about David Sosa
David Sosa currently works for First Clearing.
David Sosa's role at First Clearing is Business Initiatives Consultant.
David Sosa's email address is ***@firstclearing.com. To view David Sosa's full email address, please signup to ConnectPlex.
David Sosa works in the Financial Services industry.
David Sosa's colleagues at First Clearing are Cindi Cooper, Mark Storey, Grant Koentz, anthony italiano, Victoria Norris, Sheila Stark, Dede Raskas and others.
David Sosa's phone number is 888-322-2532
See more information about David Sosa