Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lofton is a financial advisor with Fidelity Brokerage Services LLC. David is a Series 7, 63, and SIE licensed advisor. David has been in the industry since April 2019. David has been with Fidelity Brokerage Services LLC since April 2022. Prior to this, David worked at VANGUARD MARKETING CORPORATION in Scottsdale, Arizona.
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.
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.
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2
UT
04/13/2022 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
AZ
11/19/2019 - 11/26/2021
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 12/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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