Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Park is a financial advisor at Fidelity Personal And Workplace Advisors. David has been in the financial services industry since 2007 and has a wide range of experience. David has a strong background in financial planning, portfolio management, and investment consulting. David holds a Series 7, Series 24, and Series 66 license, and is registered to provide investment advice in 22 states. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NY
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
12/23/2019 - 06/21/2022
CHARLES SCHWAB & CO., INC. (New York City NY)
FL
03/27/2009 - 11/06/2018
TD AMERITRADE, INC. (WEST PALM BEACH FL)
NJ
08/26/2005 - 02/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (VOORHEES NJ)
BOTH
Issued 09/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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