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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bolinske is a financial advisor with over 28 years of experience in the industry. He has been a registered representative since 1994. He currently works for Osaic Wealth, Inc. in Minot, North Dakota. David is licensed to provide investment advice in Arizona, Montana, Nevada, North Dakota, Washington, and Wyoming. He also holds the Series 63, Series 65, Series 7, and SIE exams. He is a well-established and experienced financial advisor with a strong background in providing investment advice to individuals and businesses. He is also experienced in insurance and other investment-related services.
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
ND
06/14/2024 - Present
Osaic Wealth, Inc. (Minot ND)
ND
03/04/2021 - 06/14/2024
SECURITIES AMERICA, INC. (Minot ND)
ND
10/12/2000 - 03/09/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (MINOT ND)
OK
05/17/1997 - 10/12/2000
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
CO
10/19/1995 - 05/17/1997
FINANCIAL ADVANTAGE BROKERAGE SERVICES, INC (GREENWOOD VILLAGE CO)
MO
01/13/1994 - 10/16/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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