Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid E Bustamante is a financial advisor registered with Fidelity Personal And Workplace Advisors in Redmond, WA. David has been in the industry for over 6 years and has a proven track record of success in providing financial advice to individuals and families. David has a strong understanding of the investment markets and is committed to providing personalized financial planning services to help his clients achieve their financial goals. David specializes in retirement planning, investment management, and estate planning. He holds the Series 7, Series 66, and SIE licenses and is also registered with the state of Washington.
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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WA
09/09/2024 - Present
Fidelity Personal AND Workplace Advisors (REDMOND WA)
WA
08/12/2021 - 04/04/2023
MORGAN STANLEY (Tacoma WA)
WA
02/04/2019 - 08/03/2021
KEY INVESTMENT SERVICES LLC (Bellevue WA)
WA
04/11/2017 - 12/21/2018
HORNOR, TOWNSEND & KENT, INC. (SEATTLE WA)
BOTH
Issued 06/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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