Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Giddings is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Osaic Wealth, Inc. and has previously been registered with a number of other firms including Woodbury Financial Services, Inc., Princor Financial Services Corporation and Chubb Securities Corporation. David is a Series 6 and Series 63 licensed professional and holds the SIE designation. David specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and non-profits. David has a strong commitment to helping clients 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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (HARTLAND WI)
WI
12/08/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HARTLAND WI)
WI
03/04/1996 - 12/07/2006
PRINCOR FINANCIAL SERVICES CORPORATION (MILWAUKEE WI)
IN
10/04/1995 - 01/29/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IL
07/25/1995 - 08/24/1995
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
WI
09/28/1992 - 08/09/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/28/1992 - 08/09/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Giddings is the right advisor for you? Invested Better is here to help.
