Unclaimed
David Parker is a financial advisor with Fifth Third Securities, Inc. David has been in the industry since August 2013. David is registered with the state of Ohio as both a broker-dealer and an investment advisor. David is also licensed to sell securities in 13 other states. David holds Series 7, Series 63, Series 66, and SIE licenses. David has experience working at Fidelity Brokerage Services LLC and Fifth Third Securities, Inc. David specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
12/08/2017 - Present
Fifth Third Securities, Inc. (WEST CHESTER OH)
OH
08/19/2013 - 12/01/2017
FIDELITY BROKERAGE SERVICES LLC (CINCINNATI OH)
BOTH
Issued 01/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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