Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Schmidt is a financial advisor registered with Osaic Wealth, Inc.. David has over 30 years of experience in the financial services industry, having held positions with a number of firms including Securities America, Inc., Investacorp, Inc., Cetera Advisors LLC and LPL Financial LLC. David is registered with the state of Missouri and holds the Series 63, Series 65, Series 7 and Series 24 licenses. David specializes in working with high-net-worth individuals, corporations and pension and profit-sharing 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
MO
06/19/2024 - Present
Osaic Wealth, Inc. (KANSAS CITY MO)
MO
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (KANSAS CITY MO)
KS
03/29/2016 - 07/17/2020
INVESTACORP, INC. (LEAWOOD KS)
MO
04/15/2014 - 04/01/2016
CETERA ADVISORS LLC (LIBERTY MO)
MO
02/07/1995 - 04/08/2014
LPL FINANCIAL LLC (KANSAS CITY MO)
MO
04/16/1991 - 02/07/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/06/1990 - 04/25/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 11/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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