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 Weiler is a financial advisor with over 20 years of experience in the industry. David is a registered representative with Osaic Wealth, Inc. and has been with the firm since January 2024. David holds a Series 6, Series 63, and SIE license and is registered to provide securities services in Arizona, California, Florida, Illinois, Kentucky, Louisiana, Michigan, New Hampshire, Oregon, South Carolina, Texas, and Wisconsin. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Previously, David was a registered representative with Woodbury Financial Services, Inc. and Questar Capital Corporation.
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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MI
01/19/2024 - Present
Osaic Wealth, Inc. (CASS CITY MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CASS CITY MI)
MI
03/09/2017 - 03/01/2019
QUESTAR CAPITAL CORPORATION (CASS CITY MI)
MI
06/05/2000 - 03/13/2017
WOODBURY FINANCIAL SERVICES, INC. (CASS CITY MI)
BC
Issued 08/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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