Unclaimed
David Fred Blackburn is a financial advisor registered with Fidelity Personal and Workplace Advisors. David has been in the financial services industry since November 1995. David has been with Fidelity Personal and Workplace Advisors since July 2018. David has a current registration with FINRA and has been approved for registration in 51 states as a Broker and 2 states as an Investment Advisor Representative. David is also registered with the Securities Industry and Financial Markets Association (SIFMA) as a Registered Representative. David specializes in providing financial planning, portfolio management, and educational seminars. David also works as a driver for Uber.
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.
1
2
UT
05/12/2023 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
07/28/2018 - 04/04/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
10/17/1995 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 06/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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