Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid L. Fisher is a registered investment advisor representative with Park Avenue Securities LLC. David L. Fisher is licensed in Colorado, Florida, Illinois, Kentucky, Ohio and Virginia. David L. Fisher holds the following securities licenses: Series 6, Series 7TO, Series 63, Series 65, and SIE. David L. Fisher has been in the securities industry since November 2015.
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.
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
OH
08/24/2023 - Present
Park Avenue Securities LLC (COLUMBUS OH)
IA
Issued 07/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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