Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eastwood is a financial advisor registered with Fidelity Personal And Workplace Advisors. David has been in the financial services industry since May 20, 1997. David offers financial planning and investment advice to a range of clients, including individuals, businesses, and charitable organizations.
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
04/11/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
02/03/2017 - 04/03/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
07/14/2014 - 02/01/2017
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
09/18/1996 - 11/08/2013
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 03/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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