Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leonard Vladimirou is a financial advisor at Fidelity Personal and Workplace Advisors with over 25 years of experience in the financial services industry. David has a strong background in investment management, financial planning and retirement planning. David is licensed to offer investment advice in Virginia, Texas and several other states. David's previous experience includes positions at Charles Schwab & Co., Inc., P.J. Robb Variable Corporation, BISYS Fund Services Limited Partnership, ICMA-RC Services, LLC, SunPoint Securities, Inc., and Eneric Financial Services, Inc. David is dedicated to helping clients achieve their financial goals.
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
VA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NORTH CHESTERFIELD VA)
VA
07/16/2008 - 07/14/2016
CHARLES SCHWAB & CO., INC. (RICHMOND VA)
TN
08/16/2007 - 07/16/2008
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
ME
06/06/2005 - 07/31/2007
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
TX
11/20/2003 - 05/12/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
DC
03/07/1995 - 11/12/2003
ICMA-RC SERVICES, LLC (WASHINGTON DC)
TX
10/17/1994 - 03/27/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
IA
05/25/1994 - 07/12/1994
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
BOTH
Issued 08/21/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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