Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Armstrong is a registered investment advisor with over 28 years of experience in the financial services industry. David currently works at Osaic Wealth, Inc. located in Scottsdale, Arizona. David previously worked at Jefferson-Pilot Variable Corporation, Windward Securities Corporation, Polaris Financial Services, Inc., and Jefferson-Pilot Investor Services, Inc. David holds Series 4, 6, 7, 24, 63, 65, 99TO, and SIE licenses. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services. David has been a registered investment advisor since 1998.
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
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NH
08/10/2004 - 05/10/2010
JEFFERSON-PILOT VARIABLE CORPORATION (CONCORD NH)
NH
12/01/2003 - 07/26/2006
WINDWARD SECURITIES CORPORATION (CONCORD NH)
NH
05/12/2000 - 03/23/2001
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NH
04/05/2000 - 04/24/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
IN
08/07/1997 - 09/30/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BC
Issued 04/30/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2000
Series 4 - Registered Options Principal Examination
BC
Issued 03/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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