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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 Alan Sacks is a financial advisor with Fidelity Personal And Workplace Advisors. David has been in the financial services industry since 1994. David has a total of 26 active state registrations and is licensed in Florida and Texas. David holds a Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. David also holds the Certified Financial Planner designation. The firm has more than $1 trillion in assets under management and has more than 1,362,000 clients. The firm offers a variety of financial planning services, including retirement planning, college savings, and estate planning.
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.
1
2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
MI
03/28/1995 - 09/15/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
FL
10/08/1994 - 02/27/1995
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
NY
10/06/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
BOTH
Issued 10/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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