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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 Christopher Jozefiak is a financial advisor with over 20 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. and is licensed in Florida and Michigan. David has been a registered representative of several firms throughout his career including Woodbury Financial Services, Inc., and Questar Capital Corporation. David is a Series 6, 7, 26, 63 and 65 licensed financial advisor. David provides a wide range of financial services including financial planning, portfolio management, pension consulting, and educational seminars.
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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MI
01/19/2024 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (STERLING HEIGHTS MI)
MI
10/04/2011 - 03/01/2019
QUESTAR CAPITAL CORPORATION (STERLING HEIGHTS MI)
MI
07/21/2009 - 10/06/2011
WOODBURY FINANCIAL SERVICES, INC. (STERLING HEIGHTS MI)
MI
06/03/2004 - 07/17/2009
FIRST INVESTORS CORPORATION (LIVONIA MI)
IA
Issued 03/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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