Unclaimed
David Perrin is a financial advisor registered with Fidelity Brokerage Services LLC. David has been in the financial services industry since August 12, 1993, and has extensive experience in providing investment advice and guidance to clients. David is licensed to sell securities in 53 states.
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
KY
08/13/1993 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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