Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Francis Bavero is an investment advisor representative at Osaic Wealth, Inc. with over 24 years of experience in the financial services industry. David Bavero holds Series 6, 7, 9, 10, 23, 24, 63, and 66 licenses. David Bavero offers financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, corporations, investment companies, and pooled investment vehicles. David Bavero is also the owner of Symmetry Financial Solutions and is a volunteer on the board of the Alamo Retriever Club.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
TX
10/26/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SAN ANTONIO TX)
TX
06/11/2012 - 11/25/2020
SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
TX
03/31/2010 - 05/10/2012
VALIC FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
11/17/1999 - 03/30/2010
METLIFE SECURITIES INC. (SAN ANTONIO TX)
NY
11/17/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LATHAM NY)
BOTH
Issued 11/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2011
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 06/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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