Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jasper is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors, a firm with offices in BOSTON, MA. David has been in the securities industry for 25 years. David has been affiliated with Fidelity Personal AND Workplace Advisors for five years. David's registration with the state of Florida is "APPROVED" and David is currently working in the INDIANAPOLIS branch office of the firm. David specializes in providing financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
IN
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (INDIANAPOLIS IN)
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure David Jasper is the right advisor for you? Invested Better is here to help.
