Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dodt is a financial advisor with Fidelity Personal and Workplace Advisors. David has been in the industry since August 12, 2010. David is registered with the following states: Arizona, California, Colorado, Florida, Illinois, Nevada, New Jersey, New Mexico, New York, and Utah. David is also registered with FINRA. David specializes in retirement planning, college savings, estate planning, and insurance. In addition to their work with Fidelity, David also performs as a musician. David has a strong commitment to providing his clients with personalized financial advice.
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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AZ
05/19/2022 - Present
Fidelity Personal AND Workplace Advisors (PHOENIX AZ)
AZ
06/08/2010 - 03/07/2022
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 11/07/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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