Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Smith is a financial advisor with over 30 years of experience in the financial services industry. David is a Certified Financial Planner™ professional who provides financial planning and wealth management services to individuals, families, and businesses. David is registered with the state of Ohio and is a registered representative of Osaic Wealth, Inc. David's clients appreciate his personalized approach and his commitment to helping them 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
OH
11/03/2023 - Present
Osaic Wealth, Inc. (BEAVERCREEK OH)
OH
01/10/1992 - 11/03/2023
FSC SECURITIES CORPORATION (BEAVERCREEK OH)
OH
10/29/1987 - 01/20/1992
BRAZIE FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
NA
03/27/1987 - 10/20/1987
FSC SECURITIES CORPORATION
IA
Issued 06/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/28/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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