Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lange Ashwell is a financial advisor who has been in the industry for over 16 years. David is currently registered with Fidelity Personal and Workplace Advisors and has offices in Jacksonville, FL. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 63, 66, 7, 9, 10, and SIE licenses. David has extensive experience in providing financial advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. David's specializations include retirement planning, investment management, insurance, and estate planning. David is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
1
2
FL
09/26/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 11/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/12/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure David Ashwell is the right advisor for you? Invested Better is here to help.
