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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wilson is a financial advisor with Fidelity Personal And Workplace Advisors. David has been in the financial services industry since 2018. David holds the Series 7, Series 63, and SIE licenses. David is registered with the state of California as an investment advisor representative and as a broker-dealer. David is also registered as an investment advisor representative in Texas. David is a Certified Financial Planner™ professional. David has experience working with high-net-worth individuals, corporations, and retirement plans. David specializes in financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
10/07/2019 - Present
Fidelity Personal AND Workplace Advisors (SANTA BARBARA CA)
CA
07/09/2018 - 11/27/2018
VALMARK SECURITIES, INC. (SANTA BARBARA CA)
BC
Issued 10/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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