Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pizzo is a financial advisor with over 20 years of experience in the industry. David is currently registered with Fidelity Brokerage Services LLC and has previously held registrations with Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services LLC. David's professional designations include Series 6, 7, 24, 26, and 63 licenses. David has been a licensed financial advisor in Kentucky since 1997.
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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KY
02/03/2015 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
06/04/2008 - 04/08/2013
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
09/17/1997 - 09/14/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BC
Issued 09/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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New York Stock Exchange
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