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 Watercutter is a financial advisor with Osaic Wealth, Inc. David has over 30 years of experience in the financial services industry. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 24, 53, and 63 licenses. David is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative. David specializes in providing financial planning, portfolio management, and pension consulting services to 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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IN
11/03/2023 - Present
Osaic Wealth, Inc. (FORT WAYNE IN)
IN
10/10/1994 - 11/03/2023
FSC SECURITIES CORPORATION (FORT WAYNE IN)
NY
04/13/1992 - 08/18/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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