Unclaimed
David Alan Beemer is a registered investment advisor representative with Osaic Wealth, Inc. based in Hampton, VA. David has been in the financial industry since January 18, 1994 and has held various roles at different firms, including Securities America, Inc. and Investors Security Company, Inc.. David has experience in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. David is a highly experienced financial professional committed to helping clients achieve their financial goals.
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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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
ME
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (Bath ME)
VA
01/16/2002 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (VA BEACH VA)
IL
09/29/2001 - 12/31/2001
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MO
06/15/1999 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
VA
03/19/1999 - 06/11/1999
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
GA
01/01/1994 - 03/22/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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