Unclaimed
David Livingston is a financial advisor with Fifth Third Securities, Inc. located in Fort Wayne, IN. David has been a registered representative with the firm since 2010. David is also a registered Investment Advisor Representative. David has his Series 6, Series 63 and Series 65 securities licenses. David's registrations include Indiana and Ohio. David is a financial advisor with over 12 years of experience 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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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IN
11/09/2016 - Present
Fifth Third Securities, Inc. (FORT WAYNE IN)
IA
Issued 11/9/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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