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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 Woolf is a financial advisor with Fidelity Personal And Workplace Advisors. David Woolf has been in the industry since December 28, 1994 and is registered in 53 states. David Woolf specializes in portfolio management for individuals and businesses, financial planning, and providing 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
NH
06/02/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
RI
08/27/2009 - 04/01/2022
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
NC
02/26/2001 - 04/04/2008
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
ME
10/01/1997 - 09/15/2000
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
GA
09/17/1996 - 09/10/1997
WMA SECURITIES, INC. (DULUTH GA)
NH
07/10/1995 - 09/23/1996
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NJ
03/28/1994 - 07/28/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
08/02/1984 - 10/24/1985
FIRST INVESTORS CORPORATION
BOTH
Issued 05/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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