Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gossling is an experienced financial advisor with over 24 years in the industry. David has a strong track record of helping clients achieve their financial goals and is committed to providing personalized advice and service. David is a registered representative of Osaic Wealth, Inc. and currently holds licenses in Texas and Utah. David is also a registered Investment Advisor in Texas and Utah and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
1
2
UT
09/01/2023 - Present
Osaic Wealth, Inc. (Ogden UT)
UT
05/06/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (Ogden UT)
UT
10/16/2001 - 05/09/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
IN
10/16/2001 - 03/27/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
04/29/1997 - 10/24/1997
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
AZ
10/07/1994 - 04/30/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 10/10/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Gossling is the right advisor for you? Invested Better is here to help.
