Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Arron Younis is a financial advisor with Osaic Wealth, Inc.. David has been in the industry since August 2003 and holds the Series 66, SIE and Series 7 licenses. David has worked for several financial institutions over the years, including Securities America, Inc. and Cambridge Investment Research, Inc. David is a Certified Financial Planner and specializes in financial planning, portfolio management, and pension consulting. David is registered with the states of Arizona, Arkansas, California, Colorado, Connecticut, Florida, Illinois, Louisiana, Maryland, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and Washington.
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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NY
09/25/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
02/07/2019 - 06/14/2024
SECURITIES AMERICA, INC. (VICTOR NY)
NY
11/14/2013 - 02/20/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (VICTOR NY)
NY
03/04/2004 - 12/07/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
IN
03/04/2004 - 05/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
07/07/2003 - 01/15/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/07/2003 - 01/15/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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