Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carlson is a financial professional with over 29 years of experience in the industry. David Carlson is registered with Fidelity Brokerage Services LLC and holds licenses for Series 6, 7, and 63 exams. David Carlson currently holds an active license in 53 states and the District of Columbia, as well as a Series 7 license. David Carlson joined Fidelity Brokerage Services LLC on June 21, 2007. David Carlson is currently located at the Salt Lake City branch office.
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.
1
2
UT
07/13/1993 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 07/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure David Carlson is the right advisor for you? Invested Better is here to help.
