Unclaimed
David A. Fletcher is a financial advisor with J.p. Morgan Securities LLC. David has been in the industry since October 3, 2007, with experience at Fidelity Brokerage Services LLC and TD Ameritrade, Inc. David is licensed in 41 states and holds the Series 7, 63, and 66 licenses, and the SIE exam. David specializes in working with clients seeking financial planning, pension consulting, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
05/22/2014 - Present
J.p. Morgan Securities LLC (FORT WORTH TX)
TX
11/08/2007 - 02/14/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
06/11/2007 - 10/15/2007
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 09/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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