Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glicker is a financial advisor in Chicago, IL, associated with Fidelity Personal and Workplace Advisors. David has been in the financial industry for over 10 years and offers financial planning, portfolio management for individuals and businesses, and educational seminars. David is a licensed financial advisor in 52 states, and a registered Investment Advisor in Illinois and Texas. Prior to joining Fidelity Personal and Workplace Advisors, David worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Nashville, TN.
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
IL
12/22/2021 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
TN
05/14/2020 - 09/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLARKSVILLE TN)
TN
05/23/2018 - 03/18/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
NY
06/07/2007 - 08/23/2007
CHASE INVESTMENT SERVICES CORP. (MANHASSET NY)
BOTH
Issued 07/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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