Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fellows is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boulder, Colorado. David has been in the financial industry since June 2012. David is registered with the state of Colorado as a Registered Representative and Investment Advisor Representative. David is also a Registered Assistant for Integrated Capital Management, LLC. David has experience in various investment services including, but not limited to, portfolio management for individuals and businesses, financial planning, and pension consulting. David is committed to providing clients with a comprehensive and personalized approach to financial planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
04/12/2021 - Present
Raymond James Financial Services Advisors, Inc. (Boulder CO)
CO
04/08/2019 - 07/02/2019
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
MA
03/12/1992 - 07/10/1999
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
BOTH
Issued 05/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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