Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jon Burch is a financial advisor with Fidelity Personal and Workplace Advisors. David has been working in the financial industry since 1997. David is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative and investment advisor representative. David is also registered as an investment advisor representative in Colorado and Texas.
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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2
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (AURORA CO)
IL
08/22/2011 - 10/23/2013
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
CO
03/16/2009 - 10/21/2009
J.P. TURNER & COMPANY, L.L.C. (ENGLEWOOD CO)
CO
01/29/2008 - 12/10/2008
BREWER FINANCIAL SERVICES, LLC (DENVER CO)
CO
03/31/2006 - 12/31/2007
IBS SECURITIES, LLC (LAKEWOOD CO)
TX
09/27/1993 - 08/09/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 10/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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