Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Grano is a financial advisor with Osaic Wealth, Inc. David has been in the financial services industry since December 2008. David has a Series 66 license, Series 7 license, and a Series 6TO license, as well as a SIE license. David is registered with the states of California, Florida, Indiana, Michigan, Minnesota, Missouri, New York, Ohio, Pennsylvania, and Washington.
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
OH
01/24/2025 - Present
Osaic Wealth, Inc. (ORANGE VILLAGE OH)
SC
09/15/2009 - 02/03/2011
LPL FINANCIAL LLC (FORT MILL SC)
OH
02/10/2009 - 09/09/2009
WATERSTONE FINANCIAL GROUP, INC. (PEPPER PIKE OH)
OH
09/05/1995 - 12/16/1995
AMERICAN HERITAGE SECURITIES, INC. (AKRON OH)
BOTH
Issued 05/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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