Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fitzgerald is a financial advisor with over 10 years of experience in the financial services industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds both Series 7 and Series 66 licenses. David currently works with LPL Financial LLC and has offices in Fort Collins, Colorado, ST. LOUIS, Missouri and Fenton, Missouri. Previously, David worked for CUNA BROKERAGE SERVICES, INC., MIDWESTERN SECURITIES TRADING COMPANY, LLC and STIFEL, NICOLAUS & COMPANY, INCORPORATED.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
05/18/2022 - Present
LPL Financial LLC (Fort Collins CO)
MO
04/10/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (ST. LOUIS MO)
IL
04/02/2015 - 03/22/2019
MIDWESTERN SECURITIES TRADING COMPANY, LLC (Collinsville IL)
MO
06/09/2012 - 04/09/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 09/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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