Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McEvoy is a registered representative with Fidelity Brokerage Services LLC, a company based in San Francisco, CA. David has been in the financial industry since 2013 and has a strong background in securities and investment advising. David holds Series 6, 7, and 63 licenses and has been registered to conduct business in 11 states. David has experience working with clients in a variety of capacities and is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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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CA
02/08/2018 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
CA
05/04/2017 - 02/06/2018
LPL FINANCIAL LLC (SAN MATEO CA)
CA
05/25/2009 - 06/30/2009
FIRST INVESTORS CORPORATION (SAN JOSE CA)
BC
Issued 04/03/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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