Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hicks is a financial advisor with over 40 years of experience in the industry. David is a registered representative with Osaic Wealth, Inc. and is licensed in multiple states including Maryland, Florida, and others. David is also a Registered Investment Advisor (RIA). David has previously worked with firms such as TRIAD ADVISORS LLC, H. BECK, INC. and MANEQUITY, INC. David has a broad range of experience, including investment planning, financial planning and insurance sales.
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
MD
08/23/2024 - Present
Osaic Wealth, Inc. (Baltimore MD)
MD
07/18/2016 - 08/23/2024
TRIAD ADVISORS LLC (Baltimore MD)
FL
09/25/1987 - 08/18/2016
H. BECK, INC. (Ft. Pierce FL)
NA
09/05/1986 - 09/30/1987
PSA EQUITIES, INC.
NA
02/27/1984 - 09/15/1986
FSC SECURITIES CORPORATION
NA
06/15/1981 - 02/23/1984
MANEQUITY, INC.
IA
Issued 03/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/11/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Hicks is the right advisor for you? Invested Better is here to help.
