Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid B. Baggett is a financial advisor with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. David has been in the financial services industry since January 2007 and holds a Series 66, Series 7, and SIE license. David is registered with the Securities and Exchange Commission (SEC) as a registered representative and investment advisor representative. Osaic Wealth, Inc. provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations. They serve a variety of client types, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth individuals.
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
LA
06/14/2024 - Present
Osaic Wealth, Inc. (LAKE CHARLES LA)
LA
01/19/2007 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE CHARLES LA)
BOTH
Issued 05/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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