Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Green is a registered representative associated with Fidelity Personal And Workplace Advisors, based in Atlanta, Georgia. David holds a Series 66 license, which they obtained in November 2024. David has a diverse professional background, having worked in various industries including advertising, marketing, and technology. Their experience in these fields may bring a unique perspective to their work as a financial advisor.
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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GA
12/26/2024 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
Active
Inactive
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