Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Issaiah Slate is a financial professional with over 6 years of experience in the industry. David is currently registered with Fidelity Brokerage Services LLC and holds Series 6, 7TO, and 63 licenses. Prior to joining Fidelity Brokerage Services LLC, David was with VOYA FINANCIAL PARTNERS, LLC. David's primary focus is on providing investment advice and guidance to clients.
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.
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.
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2
KY
09/08/2020 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
FL
12/05/2016 - 01/02/2020
VOYA FINANCIAL PARTNERS, LLC (JACKSONVILLE FL)
BC
Issued 09/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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