Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cooper is an investment advisor representative with Osaic Wealth, Inc. David has been in the financial services industry since 1987 and has extensive experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. David's experience includes providing financial planning, portfolio management, and pension consulting services. David is registered with the state of Virginia and Texas. David is also a registered representative of Osaic Wealth, Inc. Osaic Wealth, Inc. is an independent investment advisory firm with offices in Scottsdale, Arizona, and Virginia Beach, Virginia. The firm provides a wide range of financial services, including investment management, financial planning, and retirement planning. Osaic Wealth, Inc. is committed to providing its clients with personalized financial advice and guidance to help 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
VA
01/24/2025 - Present
Osaic Wealth, Inc. (VIRGINIA BEACH VA)
IN
04/29/1987 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
04/29/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 06/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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