Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fitzgerald is a financial advisor with over 30 years of experience in the industry. David is registered with Clearview Financial Partners and holds Series 7, 24, 51 and 63 licenses. David has a deep understanding of financial markets and provides personalized financial planning and portfolio management services for individuals, families, and businesses. David also offers investment advisory services through Clearview Financial Partners, LLC, a separate and independent investment advisor firm. David’s commitment to providing exceptional client service has earned him a reputation as a trusted advisor in the industry.
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.
Guidance on pension options to ensure a secure financial future.
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
PA
09/25/2017 - Present
Clearview Financial Partners (RADNOR PA)
PA
06/03/1992 - 08/24/2010
FSC SECURITIES CORPORATION (WAYNE PA)
IA
01/10/2000 - 12/31/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
OH
03/21/1989 - 06/03/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 04/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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