Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tyler Rasmussen is a registered representative and investment advisor representative with Fidelity Personal and Workplace Advisors. He is active in the broker-dealer and investment advisor business and has been in the industry for 10 days. David has passed the Securities Industry Essentials Examination, the General Securities Representative Examination and the Uniform Combined State Law Examination. David is registered in 52 states and the District of Columbia as a broker-dealer and in 2 states as an investment advisor. His areas of specialization include retirement planning, asset allocation, investment planning and other financial services.
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.
1
2
UT
03/27/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 03/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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