Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bond is a financial advisor who has been in the industry since 1986. David is currently registered with Osaic Wealth, Inc. and has previously been registered with Woodbury Financial Services, Inc. and AXA Advisors, LLC. David has a wide range of experience in the financial services industry, including experience with financial planning, portfolio management, and pension consulting. David is a Series 6, 7, and 63 licensed representative.
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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MI
01/19/2024 - Present
Osaic Wealth, Inc. (AUBURN HILLS MI)
MI
01/24/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (AUBURN HILLS MI)
MI
11/24/1986 - 01/21/2011
AXA ADVISORS, LLC (AUBURN HILLS MI)
NY
11/24/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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