Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ware is a financial advisor with over 9 years of experience in the industry. David Ware is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative. Previously, David Ware was registered with Woodbury Financial Services, Inc., Capital One Investing, LLC, Scottrade, Inc., and TD Ameritrade, Inc.. David Ware has passed the Series 63, Series 65, Series 7, and SIE exams. David Ware specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
TX
01/19/2024 - Present
Osaic Wealth, Inc. (Longview TX)
TX
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Longview TX)
TX
09/12/2016 - 07/11/2018
CAPITAL ONE INVESTING, LLC (TEXARKANA TX)
TX
05/03/2016 - 08/23/2016
SCOTTRADE, INC. (TYLER TX)
TX
12/08/2009 - 07/22/2011
TD AMERITRADE, INC. (FORT WORTH TX)
IA
Issued 09/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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