Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Coe is a financial advisor with Fidelity Distributors Co. LLC. David is a Series 6, 7, and 63 licensed professional. David has been in the industry since 2008. David was previously registered with Goldman, Sachs & Co. and Nationwide Investment Services Corporation.
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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RI
02/25/2016 - Present
Fidelity Distributors Co. LLC (SMITHFIELD RI)
NY
11/24/2009 - 02/10/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
OH
07/21/2008 - 11/16/2009
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BC
Issued 12/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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