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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fedor is a financial advisor with Commonwealth Financial Network. David has been in the financial industry for over 30 years and is registered to provide advisory services in 14 states. David specializes in helping individuals, families, and businesses reach their financial goals. He offers a wide range of services, including financial planning, investment management, and retirement planning. David holds Series 6, 7, and 63 securities licenses, as well as a Series 65 investment advisor license. He is also a Certified Financial Planner (CFP®). David 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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
05/24/2010 - Present
Commonwealth Financial Network (WEST SPRINGFIELD MA)
MA
10/23/2009 - 05/24/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LONGMEADOW MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
05/29/1996 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
MA
04/05/1994 - 06/04/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/05/1994 - 06/04/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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