Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Lahey is a financial advisor with Fidelity Brokerage Services LLC. David has been in the financial services industry since 2006. His experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Santander Securities LLC, and Northwestern Mutual Investment Services, LLC. David is a Series 7 and Series 63 licensed financial advisor.
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
NH
05/18/2015 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NH
01/12/2015 - 02/24/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MANCHESTER NH)
MA
08/26/2013 - 04/16/2014
SANTANDER SECURITIES LLC (SHERBORN MA)
MA
08/08/2012 - 07/31/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY MA)
MA
01/07/2011 - 07/13/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
01/06/2006 - 10/06/2010
ALPS DISTRIBUTORS, INC. (TEWKSBURY MA)
RI
07/22/2005 - 01/11/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 04/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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