Unclaimed
David Terreault is a financial professional licensed in 53 states. David is currently registered with Fidelity Brokerage Services LLC, a FINRA-registered broker-dealer. David Terreault has a total of 5 years of experience in the industry.
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
01/01/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
BC
Issued 01/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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