Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tardiff is a financial advisor with Fidelity Personal And Workplace Advisors. David has been in the financial services industry for over 15 years. David is registered with FINRA as a General Securities Representative (Series 7), Investment Company Products/Variable Contracts Representative (Series 6), and has successfully passed the Securities Industry Essentials Examination (SIE). David is also registered in over 40 states as a registered securities agent. David's firm, Fidelity Personal And Workplace Advisors, is a national firm headquartered in Boston, MA. Fidelity Personal And Workplace Advisors is a large firm with over $818 billion in assets under management. David's primary focus is on providing financial advice to individuals, corporations, and high-net-worth individuals. David also provides financial planning services.
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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NJ
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (PRINCETON NJ)
PA
08/07/2007 - 05/24/2021
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 08/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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