Unclaimed
David Paul Stolz has been in the financial services industry since November 25, 2002. David is currently registered with Fidelity Brokerage Services LLC. David is a Series 6, 7, and 63 licensed professional. David has been with Fidelity Brokerage Services LLC since May 4, 2006, and has been in the financial services industry since July 25, 1996. David was previously registered with PFS INVESTMENTS INC. in Duluth, GA.
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
05/04/2006 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
GA
07/25/1996 - 12/31/1999
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 05/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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