Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lyness is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with approximately $1 billion to $10 billion in assets under management. David has been in the financial services industry since May 2015, and his expertise includes financial planning, investment advisory services, portfolio management, and educational seminars. David is registered as a Registered Representative and Investment Advisor Representative in Virginia and Texas, and he holds Series 7, Series 63 and Series 66 licenses. He is also a member of the Grey Oaks Community Homeowners Board, where he serves as Vice President.
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
VA
04/26/2021 - Present
Fidelity Personal AND Workplace Advisors (GLEN ALLEN VA)
VA
08/08/2019 - 09/27/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (GLEN ALLEN VA)
NY
08/13/2014 - 12/27/2016
OLSTEIN CAPITAL MANAGEMENT, L.P. (PURCHASE NY)
NY
07/12/2011 - 03/14/2014
BGC FINANCIAL, L.P. (NEW YORK NY)
BOTH
Issued 08/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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