Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kass is a financial professional with over 34 years of experience in the industry. He has a broad range of experience with various financial institutions, including SunTrust Robinson Humphrey, Inc., FSC Securities Corporation, and Charles Schwab & Co., Inc. David currently works at Osaic Wealth, Inc., where he provides financial planning and portfolio management services for individuals, businesses, and charitable organizations.
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.
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AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
12/09/2016 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
GA
01/19/2012 - 12/02/2016
SCOTTRADE, INC. (ALPHARETTA GA)
GA
06/13/2011 - 12/31/2011
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
GA
02/12/2010 - 06/13/2011
JACKSON SECURITIES LLC (ATLANTA GA)
GA
10/16/2009 - 01/25/2010
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
07/27/2001 - 06/02/2009
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
03/01/1994 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
GA
11/30/1992 - 03/04/1994
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
MA
03/31/1992 - 11/24/1992
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
07/01/1991 - 03/31/1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
TX
12/04/1989 - 06/29/1990
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
GA
09/25/1987 - 11/28/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
01/01/1988 - 12/20/1988
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 10/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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