Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Livingstone is a financial advisor currently registered with Avantax Investment Services, Inc.. David has been in the financial services industry for 29 years. David is currently licensed in Massachusetts, Connecticut, and Virginia. David obtained the Series 6 and Series 63 licenses and holds the SIE exam.
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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MA
09/28/1993 - Present
Avantax Investment Services, Inc. (EAST LONGMEADOW MA)
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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