Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Frampton Read is a financial advisor who has been in the industry since February 11, 1996. David is currently registered with Osaic Wealth, Inc. in Annapolis, Maryland. David also has experience working with TRIAD ADVISORS LLC, TRANSAMERICA INVESTORS SECURITIES CORPORATION, TRANSAMERICA SECURITIES SALES CORPORATION, PRINCOR FINANCIAL SERVICES CORPORATION, and ADP BROKER-DEALER, INC. David's expertise includes financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
MD
08/23/2024 - Present
Osaic Wealth, Inc. (Annapolis MD)
MD
09/14/2018 - 08/23/2024
TRIAD ADVISORS LLC (Annapolis MD)
MD
02/01/2003 - 08/17/2018
TRANSAMERICA INVESTORS SECURITIES CORPORATION (COLUMBIA MD)
CA
08/15/2002 - 02/01/2003
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IA
03/28/2001 - 02/08/2002
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
04/28/1995 - 01/10/2001
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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