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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 Anthony is a financial advisor with Fidelity Personal And Workplace Advisors in Kalamazoo, MI. David has been in the industry since June 2016 and has been with Fidelity since June 2022. David holds both a Series 6 and 63 license, as well as a Series 7 license and the Securities Industry Essentials Examination (SIE). David's primary focus is working with high-net-worth individuals, corporations or other businesses, and pension or profit-sharing plans.
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
MI
05/11/2023 - Present
Fidelity Personal AND Workplace Advisors (KALAMAZOO MI)
WA
06/03/2016 - 06/28/2022
WELLS FARGO CLEARING SERVICES, LLC (MONROE WA)
IA
Issued 07/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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