Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bachert is a financial advisor with over 49 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. in California and has been with the firm since January 2025. David previously worked with The Lincoln National Life Insurance Company from September 2003 until March 2006 and with CIGNA Financial Advisors, Inc. from September 1987 to June 1998. David holds the Series 1, Series 7TO, and Series 63 licenses. David is a Chartered Financial Consultant and is also registered in Arkansas, California, Colorado, Connecticut, Georgia, Illinois, Ohio, and Virginia.
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
CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
IN
09/24/2003 - 03/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
09/09/1987 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC.
PA
12/04/1973 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 01/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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