Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Potter has been in the financial services industry since March 15, 2001. He is currently registered with Empower Financial Services, Inc. and is a registered representative in 52 states. David's previous experience includes roles at MetLife Securities Inc., Metropolitan Life Insurance Company, Waddell & Reed, Inc., and Putnam Retail Management Limited Partnership. He holds Series 6, 7, and 63 licenses as well as the SIE.
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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2
MA
12/03/2015 - Present
Empower Financial Services, Inc. (ANDOVER MA)
MA
07/27/2006 - 12/01/2015
METLIFE SECURITIES INC. (DANVERS MA)
NH
07/27/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (EXETER NH)
KS
03/17/2005 - 12/31/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
MA
04/28/2000 - 11/22/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 12/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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