Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McAvoy is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with T. Rowe Price Investment Services, Inc. and holds Series 6, 7, and 63 licenses as well as the SIE exam. David has previously held positions at TIAA-CREF, Merrill Lynch and Fidelity Brokerage Services LLC. David has a proven track record of 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.
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.
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2
MD
11/05/2018 - Present
T. Rowe Price Investment Services, Inc. (OWINGS MILLS MD)
DC
08/24/2012 - 11/26/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WASHINGTON DC)
DC
04/27/2012 - 08/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
01/01/2008 - 08/04/2010
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
RI
03/05/1997 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NJ
01/26/1990 - 12/11/1991
H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)
BC
Issued 03/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2014
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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