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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 Andrew Lavallee is an investment advisor representative at Fidelity Personal And Workplace Advisors. David has over 11 years of experience in the financial services industry. David is registered to provide investment advice in 52 states and the District of Columbia. David has passed the Series 6, Series 7, Series 63, and Series 66 exams. David is also registered as an investment advisor representative in New Hampshire and Texas. David specializes in providing financial planning, portfolio management for individuals and businesses, 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
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
02/07/2007 - 07/15/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
08/15/2006 - 12/14/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
NH
07/18/2006 - 08/15/2006
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 09/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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