Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Matthew Wilson is a financial advisor with Fidelity Brokerage Services LLC. David is based in Merrimack, New Hampshire and has been in the industry since September 9, 2003. David has been registered with Fidelity Brokerage Services LLC since June 30, 2022. David has passed the Series 66, Series 63, Series 7, and SIE exams.
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
NH
06/30/2022 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NH
05/19/2003 - 03/07/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 01/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure David Wilson is the right advisor for you? Invested Better is here to help.
