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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ringler is an investment advisor representative with Onyx Bridge Wealth Group LLC. David has been in the financial industry for over 20 years. David has worked for a variety of firms, including Morgan Stanley, Merrill Lynch, and UBS Financial Services. David is licensed to sell securities in New York and Texas. David specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. David holds the Series 7, Series 6, Series 63, and Series 65 licenses.
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.
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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NY
10/01/2021 - Present
Onyx Bridge Wealth Group LLC (TARRYTOWN NY)
NY
10/26/2021 - 03/27/2023
PURSHE KAPLAN STERLING INVESTMENTS (Tarrytown NY)
NY
07/11/2016 - 10/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WHITE PLAINS NY)
NY
01/04/2013 - 08/19/2016
MORGAN STANLEY (PURCHASE NY)
FL
04/07/2011 - 01/22/2013
UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)
NY
06/15/2009 - 11/06/2009
AMERIPRISE FINANCIAL SERVICES, INC. (RYE BROOK NY)
MN
01/02/2009 - 05/27/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/16/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MA
10/11/2005 - 11/01/2007
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
IL
12/11/2003 - 10/03/2005
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NC
11/08/2000 - 12/04/2003
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
05/27/1997 - 06/20/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 12/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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