Unclaimed
David Eno is a registered investment advisor with Osaic Wealth, Inc., and has been in the industry since 1984. David works with individuals, high net worth individuals, corporations and pension and profit sharing plans, providing financial planning and portfolio management services. David has a strong background in the industry, having worked with a variety of firms over the years. David's focus is on building strong relationships with clients and helping 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.
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.
1
2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (WEST SENECA NY)
NY
03/17/2003 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (DEPEW NY)
NY
02/19/1998 - 03/11/2003
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
IL
10/16/1997 - 12/31/1997
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NY
07/29/1992 - 10/16/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
CT
06/21/1989 - 07/01/1992
ADVEST, INC. (HARTFORD CT)
NY
02/15/1988 - 06/19/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
11/28/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Eno is the right advisor for you? Invested Better is here to help.