Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Woloff is a financial advisor at Fidelity Personal And Workplace Advisors in Titusville, NJ. David has been working in the financial industry since 1997. David is registered to provide investment advice in 53 states, as well as Puerto Rico and the Virgin Islands. David has a Series 7, Series 31, Series 63, and Series 66 license. David is also a registered Investment Advisor Representative in New Jersey and Texas.
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
NJ
03/06/2023 - Present
Fidelity Personal AND Workplace Advisors (TITUSVILLE NJ)
NJ
10/28/2019 - 08/31/2021
SANTANDER SECURITIES LLC (Skillman NJ)
NJ
01/01/2004 - 11/01/2018
PNC INVESTMENTS (HOPEWELL NJ)
KY
08/15/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NY
05/13/2002 - 11/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/01/1995 - 12/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/28/1994 - 03/10/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 05/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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