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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 Marchetti is a financial advisor at Fidelity Personal And Workplace Advisors, a firm that has approximately $1 billion - $10 billion in assets under management. David Marchetti is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and a Broker Dealer Representative. David Marchetti is also registered to offer securities and investment advisory services in 26 states and territories. David Marchetti has over 8 years of experience in the financial services industry, with previous experience at Comerica Bank, Wells Fargo N.A., and Citibank N.A. David Marchetti holds the Series 63, Series 65, and Series 7TO licenses. David Marchetti specializes in providing financial planning, educational seminars, and portfolio management for individuals 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
CA
05/31/2024 - Present
Fidelity Personal AND Workplace Advisors (DUBLIN CA)
IA
Issued 04/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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