Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Christopher Marion is a financial advisor who has been in the industry since April 2022. David Christopher Marion is registered as a Registered Representative in North Carolina and Texas. David Christopher Marion is also registered as an Investment Advisor Representative in North Carolina and Texas. David Christopher Marion is associated with Fidelity Personal AND Workplace Advisors. David Christopher Marion is a dedicated financial advisor who provides comprehensive financial planning services to individuals and families. David Christopher Marion specializes in helping clients plan for retirement, save for college, and manage their investments. David Christopher Marion is committed to providing his clients with the highest level of personalized service.
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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NC
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 05/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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