Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Osgood is a financial professional with over 30 years of experience in the financial services industry. David has been with Fisher Investments since 2020, where David provides portfolio management services for a wide range of clients, including high-net-worth individuals, families, trusts, foundations, and institutions. Prior to joining Fisher Investments, David worked at Charles Schwab & Co., Inc. and Jefferies & Company, Inc. David holds a Series 6, 7, 9, 10, 53, 55, 63, and 65 licenses. David is committed to providing his 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/02/2020 - Present
Fisher Investments (PLANO TX)
TX
10/19/2017 - 05/19/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
NY
10/23/1986 - 10/22/2002
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NA
09/24/1986 - 10/16/1986
JEFFERIES & COMPANY, INC.
NA
10/28/1985 - 10/08/1986
W & D SECURITIES, INC.
NA
08/23/1984 - 07/09/1985
TORCHMARK BROKERAGE SERVICES, INC.
NA
03/04/1983 - 07/10/1984
FIDELITY DISTRIBUTORS CORPORATION
NA
09/23/1983 - 07/06/1984
FIDELITY BROKERAGE SERVICES, INC.
IA
Issued 06/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/1985
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/01/1984
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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