Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Woldeselasie is a financial advisor at Fidelity Personal and Workplace Advisors, registered in California and Texas. David has been in the financial services industry since 2020 and has experience in various roles. Prior to joining Fidelity Personal and Workplace Advisors, David worked at Raymond James & Associates, Inc. and T3 Trading Group, LLC. David has a broad range of licenses and registrations and is able to offer a variety of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. 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.
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
CA
01/10/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN RAFAEL CA)
CA
05/10/2023 - 09/28/2023
RAYMOND JAMES & ASSOCIATES, INC. (SAN RAFAEL CA)
NY
07/06/2021 - 09/16/2022
T3 TRADING GROUP, LLC (NEW YORK NY)
BOTH
Issued 01/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2021
Series 57TO - Securities Trader Exam
BC
Issued 11/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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