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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Fitzgerald is a financial advisor at Cambridge Investment Research Advisors, Inc. John David has been working in the financial industry since 1993 and is registered with the state of Arizona and Texas. John David provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
08/13/2012 - Present
Cambridge Investment Research Advisors, Inc. (SCOTTSDALE AZ)
AZ
11/14/2005 - 06/27/2008
MULTI-FINANCIAL SECURITIES CORPORATION (SCOTTSDALE AZ)
NE
10/31/2003 - 12/06/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
08/20/1993 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 10/31/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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