Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Benedict Layo is a financial advisor with over 20 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. in Pennsylvania. David has a broad range of experience, including working with individuals, families, businesses, and retirement plans. David's areas of expertise include financial planning, retirement planning, investment management, and insurance. David is committed to providing personalized financial advice to help 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.
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2
PA
01/24/2025 - Present
Osaic Wealth, Inc. (EXTON PA)
PA
04/17/2006 - 12/02/2022
CUSO FINANCIAL SERVICES, L.P. (THORNDALE PA)
NJ
06/27/2001 - 04/11/2006
PRIMEVEST FINANCIAL SERVICES, INC. (WOOLWICH TOWNSHIP NJ)
PA
08/31/2000 - 06/25/2001
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
NJ
03/02/2000 - 06/23/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MD
01/19/1999 - 01/18/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
IA
Issued 02/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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