Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Powell is a financial advisor at Osaic Wealth, Inc. David has been in the industry since 1989 and has a wide range of experience. David is registered with the state of Oklahoma and Texas, and holds Series 7, Series 24, Series 63, and Series 65 licenses. In addition to providing financial advice, David also serves as a managing member of the James and Edith Powell Family LLC, president of Heartland T's of OKC, and a notary public.
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
OK
05/13/2024 - Present
Osaic Wealth, Inc. (Oklahoma City OK)
OK
07/05/2012 - 11/17/2015
FIRST INDEPENDENT FINANCIAL SERVICES, INC. (DEL CITY OK)
OK
01/16/2007 - 07/03/2012
PRIMEVEST FINANCIAL SERVICES, INC. (OKLAHOMA CITY OK)
OK
06/26/2002 - 01/12/2007
ARVEST ASSET MANAGEMENT (OKLAHOMA CITY OK)
OK
07/18/2001 - 06/11/2002
BOSC, INC. (TULSA OK)
IL
09/15/1994 - 03/28/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
10/19/1992 - 09/16/1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NA
11/20/1987 - 01/08/1992
BANER SECURITIES CORP.
IA
Issued 06/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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