Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alexander Pratt is a financial advisor with over 40 years of experience in the financial services industry. David is registered with Osaic Wealth, Inc. and Focus Financial. David is a CERTIFIED FINANCIAL PLANNER™ professional. David provides financial planning, pension consulting, and educational seminars to individuals, corporations, and charitable organizations. David also provides portfolio management for businesses and individuals.
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
MN
01/13/2014 - Present
Osaic Wealth, Inc. (EDINA MN)
NA
02/17/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
MO
12/23/1988 - 03/18/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
MO
01/13/1988 - 12/23/1988
MORISON SECURITIES, INC. (KANSAS CITY MO)
CT
09/25/1985 - 01/01/1988
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
06/10/1982 - 10/15/1985
THE GREAT-WEST LIFE ASSURANCE COMPANY
BC
Issued 12/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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