Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bidwell is an experienced financial professional with a strong track record of providing tailored financial solutions. David is currently registered with Innovation Partners LLC. David has held previous positions at Lincoln Financial Distributors, Inc., Lincoln Investment, OneAmerica Securities, Inc., John Hancock Distributors LLC, Workman Securities Corporation, USAllianz Securities, Inc., Cadaret, Grant & Co., Inc., Royal Alliance Associates, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. David has extensive experience in the industry and holds the Series 6, Series 7 and Series 63 licenses. David offers financial planning and investment management services to individuals, businesses, and qualified retirement plans.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
10/13/2023 - Present
Innovation Partners LLC (CHARLOTTE NC)
PA
01/22/2018 - 10/21/2022
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
FL
10/10/2017 - 12/20/2017
LINCOLN INVESTMENT (Orlando FL)
IN
02/28/2017 - 10/16/2017
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
MA
08/21/2006 - 12/06/2016
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MN
07/18/2005 - 07/12/2006
WORKMAN SECURITIES CORPORATION (EDEN PRAIRIE MN)
MN
03/10/2003 - 01/26/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NY
11/21/2000 - 02/23/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
AZ
10/09/1995 - 11/30/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
10/25/1993 - 09/18/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/25/1993 - 09/18/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 04/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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