Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Charles Self is a financial advisor with Fidelity Brokerage Services LLC, based in Greenwood Village, Colorado. David has been in the financial services industry since April 20, 2009 and holds Series 6, 7TO, 9, 10, 26, and 63 licenses. David is registered to conduct business in Colorado, Massachusetts, Texas, and Utah. Prior to joining Fidelity Brokerage Services LLC, David worked at Oppenheimerfunds Distributor, Inc. in Centennial, Colorado.
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.
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.
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2
CO
10/24/2019 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
11/26/2008 - 05/31/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 11/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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