Unclaimed
David Cowley is a financial professional with over 2 years of experience in the industry. David is currently registered with Fidelity Brokerage Services LLC as a Series 7TO, Series 63 and SIE licensed representative and offers financial advice across 53 states. David has a proven track record of success in providing financial guidance and investment solutions 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
UT
03/02/2021 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 05/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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