Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Leatherwood is a financial advisor with Fidelity Personal And Workplace Advisors, working out of the SALEM, OR office. David has been in the financial industry since 2001. David is also registered with FINRA as a Registered Representative and as an Investment Advisor Representative. David has successfully completed the Series 7, Series 24, Series 63, and Series 65 exams. David has experience working with individual investors, businesses, and retirement plans.
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
OR
08/20/2024 - Present
Fidelity Personal AND Workplace Advisors (SALEM OR)
TX
08/15/2019 - 06/11/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
09/10/2007 - 06/11/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/08/2000 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 08/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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