Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sauers is a financial advisor at Osaic Wealth, Inc. David has been a financial advisor since 1994 and has experience in the financial services industry. David has a wide range of experience in financial planning, portfolio management, and insurance. David is registered with the state of Delaware and Texas and holds Series 6, 7, 24, 63, and 65 securities licenses as well as the SIE designation. David is a Certified Financial Planner. David provides financial advice to individuals, businesses, and charitable organizations. David also offers educational seminars and investment related insurance products.
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
DE
01/24/2025 - Present
Osaic Wealth, Inc. (Newark DE)
DE
09/30/2009 - 07/08/2016
MML INVESTORS SERVICES, LLC (NEWARK DE)
DE
04/12/2004 - 10/01/2009
HORNOR, TOWNSEND & KENT, INC. (WILMINGTON DE)
NY
10/19/1994 - 04/14/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 03/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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