Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Savitz is a financial advisor at Fidelity Personal And Workplace Advisors. David has been in the financial services industry since 1998. David has a Series 66, Series 7, and SIE license. David is registered with the state of Florida as an investment advisor representative and is also registered with the state of Texas as an investment advisor representative. David is registered to conduct business with clients in Alabama, Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Texas, Utah, Virginia, and Wisconsin. David has been with Fidelity Personal And Workplace Advisors since July 2018. Previous experience includes working at Metlife Securities Inc., Wells Fargo Advisors LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David has specialized experience working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, corporations or other businesses, and state or municipal government entities. David and Fidelity Personal And Workplace Advisors may charge fixed fees, percentage of assets, or a combination of both.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WESTON FL)
FL
04/27/2010 - 06/24/2011
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
04/08/2004 - 12/31/2009
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
NY
06/15/1998 - 04/06/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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