Unclaimed
David Dickerson is a financial advisor with over 10 years of experience in the industry. David is currently registered with OneAmerica Securities, Inc. and is licensed in California. David also has experience with MML Investors Services, LLC, Pruco Securities, LLC., and American United Life. David specializes in a variety of financial products and services, including financial planning, pension consulting, and portfolio management. David is committed to providing clients with personalized advice and guidance to help 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.
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2
CA
06/27/2024 - Present
Oneamerica Securities, Inc. (Newport Beach CA)
CA
01/30/2024 - 06/21/2024
MML INVESTORS SERVICES, LLC (Irvine CA)
CA
06/15/2023 - 10/04/2023
PRUCO SECURITIES, LLC. (IRVINE CA)
BOTH
Issued 08/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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