Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hoey is a financial advisor with Fidelity Personal And Workplace Advisors. David has been in the financial services industry for over 28 years. David is registered with the state of Florida and Texas, and holds Series 7, 8, 63, and 66 securities licenses. David offers investment advisory services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. David is a skilled financial advisor with a long history of serving clients and has a diverse background in the financial services 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.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (VERO BEACH FL)
FL
09/05/2012 - 07/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELBOURNE FL)
TX
08/10/2005 - 01/30/2008
FIXED INCOME SECURITIES, LP (SAN ANTONIO TX)
TX
06/16/2000 - 01/03/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
04/01/1998 - 12/13/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
08/14/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
TX
05/21/1991 - 09/14/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
FL
11/02/1988 - 01/10/1991
BARNETT BROKERAGE SERVICE, INC. (JACKSONVILLE FL)
NA
02/04/1988 - 10/08/1988
OLDE DISCOUNT CORPORATION
NA
05/21/1987 - 01/14/1988
DEAN WITTER REYNOLDS INC.
BOTH
Issued 09/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/01/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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