Unclaimed
David Malinaric is a financial advisor with Fidelity Brokerage Services LLC and has been in the industry since October 18, 2015. David holds Series 63, Series 7, Series 9, and Series 10 licenses. David is registered in Colorado, Massachusetts, Texas, and Utah.
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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CO
10/19/2015 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 10/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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