Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hood is a financial advisor with Fidelity Personal and Workplace Advisors. David has been in the financial industry for over 10 years and is registered to provide investment advice in all states except for Washington D.C. David's background includes experience in real estate, logistics and IT. David is currently registered with FINRA as well as the Securities Administrators in Texas and Utah. David has a Series 66, Series 7, Series 10, and Series 9 securities licenses and specializes in financial planning, portfolio management and educational seminars.
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.
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2
UT
12/21/2020 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 11/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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