Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Crespi is a registered representative with Vanguard Marketing Corp. and has been active in the financial services industry since June 13, 2018. David holds Series 7, 63, and 65 licenses as well as the SIE exam. David's current employment is with Vanguard Marketing Corp. and his previous employers include Fidelity Brokerage Services LLC and Vanguard Marketing Corporation. David is registered in Pennsylvania.
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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2
PA
05/06/2022 - Present
Vanguard Marketing Corp. (MALVERN PA)
TX
04/08/2021 - 04/12/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
PA
10/21/2016 - 04/25/2018
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 04/16/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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