Unclaimed
David Picard is a financial professional with over a decade of experience in the industry. David is currently registered with Fidelity Brokerage Services LLC and holds Series 6, Series 63 and SIE licenses. David has a strong track record of providing financial advice to individuals and families in several states. David is committed to helping 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.
1
2
NH
09/23/2011 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 10/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Picard is the right advisor for you? Invested Better is here to help.