Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Knierim is an investment advisor representative with Osaic Wealth, Inc. David has been in the securities industry since December 15, 1996. David has worked for several firms throughout their career, including Securities America, Inc., Investacorp, Inc. and Valic Financial Advisors, Inc. David is registered with the state of Florida as an investment advisor representative and a broker. David holds Series 6, Series 63 and SIE licenses. David is based in Davie, FL and specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (DAVIE FL)
FL
07/17/2020 - 06/15/2024
SECURITIES AMERICA, INC. (DAVIE FL)
FL
03/06/2006 - 07/17/2020
INVESTACORP, INC. (DAVIE FL)
TX
03/02/1999 - 04/03/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
06/07/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
FL
12/16/1996 - 03/08/2000
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
BC
Issued 05/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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