Unclaimed
David Elson is a financial advisor with over 25 years of experience in the industry. David currently works for Fidelity Brokerage Services LLC, a firm with a broad scope of activities. David has a strong track record of success in serving clients, and is committed to providing personalized financial advice to help them achieve their goals. David has several licenses and registrations, including Series 7, Series 9, Series 10, and Series 63.
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
KY
10/31/2000 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
OH
03/01/2000 - 10/25/2000
WESBANCO SECURITIES, INC. (ST CLAIRSVILLE OH)
MI
04/09/1996 - 09/07/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 03/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/21/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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