Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barney is a financial advisor working with Fidelity Personal And Workplace Advisors. David has been working in the financial industry since 1997. David works with individuals, high net worth individuals, pension and profit sharing plans, and corporations or other businesses. David provides financial planning, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. David is registered in Texas and Utah and has offices in Salt Lake City, UT.
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
UT
09/15/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
07/30/2002 - 10/11/2002
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IN
04/30/1997 - 10/25/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/30/1997 - 10/25/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/11/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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