Unclaimed
Corwin Davidson is an Investment Advisor Representative with Osaic Wealth, Inc. based in Liberty Hill, Texas. Corwin has been in the financial services industry since September 5, 2013. Corwin holds a Series 7, Series 66 and SIE license and is registered with the state of Texas. Corwin has experience working with individuals, high net worth individuals, corporations and pension and profit sharing plans. Corwin also has experience in financial planning, selection of other advisors, portfolio management for businesses and individuals, pension consulting and educational seminars.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (LIBERTY HILL TX)
TX
07/28/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LIBERTY HILL TX)
TX
03/04/2016 - 08/11/2023
PARK AVENUE SECURITIES LLC (LIBERTY HILL TX)
TX
08/14/2013 - 02/09/2016
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 09/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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