Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Freckleton is a financial advisor associated with Fidelity Personal And Workplace Advisors. David has been in the financial services industry for over 15 years. David is licensed to provide financial services in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. David specializes in financial planning for individuals, families, and businesses.
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
FL
02/02/2023 - Present
Fidelity Personal AND Workplace Advisors (MIAMI FL)
FL
04/12/2016 - 12/03/2022
J.P. MORGAN SECURITIES LLC (HOLLYWOOD FL)
FL
06/11/2015 - 03/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
FL
10/01/2012 - 06/12/2015
J.P. MORGAN SECURITIES LLC (DAVIE FL)
FL
12/10/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORTH MIAMI FL)
FL
09/23/2008 - 05/18/2009
METLIFE SECURITIES INC. (PLANTATION FL)
FL
01/23/2008 - 08/26/2008
INTERSECURITIES, INC. (MIAMI FL)
BOTH
Issued 12/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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