Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fontaine is a financial advisor with over 20 years of experience in the industry. David is registered with Osaic Wealth, Inc. and is a Certified Financial Planner. David is a fiduciary and has a commitment to helping clients achieve their financial goals. David Fontaine specializes in portfolio management, financial planning, and retirement planning.
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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FL
09/01/2023 - Present
Osaic Wealth, Inc. (MIAMI FL)
FL
10/19/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MIAMI FL)
FL
05/10/2002 - 11/03/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (MIAMI FL)
MN
04/20/2000 - 04/17/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/20/2000 - 04/17/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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