Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Greco is a financial advisor with Fidelity Personal and Workplace Advisors. David has been in the industry since January 30, 2013 and currently holds Series 63, 66, 7, 9, 10 and SIE licenses. David is registered to offer investment advice in 55 states and territories, including New Hampshire, Texas, 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 also offers investment advice through Fidelity Brokerage Services LLC. David has previously worked with Fidelity Investments.
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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NH
06/07/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
12/22/2012 - 04/02/2024
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 05/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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