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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid M. Koestner is an investment advisor representative at Fidelity Personal And Workplace Advisors. David has been in the industry since 2001. David holds Series 7, 9, 63 and 66 licenses. David has also passed the Securities Industry Essentials (SIE) exam. David is registered in 30 states. Fidelity Personal And Workplace Advisors is a large firm that provides financial planning, portfolio management, and educational seminars. The firm has over 1991043 accounts under management, with assets totaling over $818 billion. The firm primarily serves high-net-worth individuals and pension and profit-sharing plans.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MA
02/28/2008 - 03/07/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
01/18/2001 - 02/29/2008
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 08/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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