Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sanford is a financial professional with over 20 years of experience in the financial services industry. David currently works for Osaic Wealth, Inc. David has previously held positions at SIGNATOR INVESTORS, INC., AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. David is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed investment advisor in 34 states.
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
MI
11/02/2018 - Present
Osaic Wealth, Inc. (SAGINAW MI)
MI
09/21/2006 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAGINAW MI)
MI
12/09/1998 - 03/23/2006
AXA ADVISORS, LLC (SAGINAW MI)
NY
12/09/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Sanford is the right advisor for you? Invested Better is here to help.
