Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid George Hanafin is a Registered Investment Advisor Representative with Osaic Institutions, Inc. David is a veteran financial professional with over 25 years of experience in the industry. David is licensed to sell securities in District of Columbia, Florida, Massachusetts, and New Hampshire and is registered as an investment advisor in Massachusetts. David has a wide range of experience in investment advisory services, including financial planning, pension consulting, and educational seminars. David is also a licensed insurance agent and provides P&C insurance services.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
MA
06/24/2013 - Present
Osaic Institutions, Inc. (Burlington MA)
MA
06/10/2010 - 06/24/2013
SENTINEL SECURITIES, INC. (WOBURN MA)
MA
04/05/2005 - 06/07/2010
LPL FINANCIAL CORPORATION (WOBURN MA)
RI
08/12/2003 - 04/08/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
SC
03/21/2001 - 08/11/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
RI
02/02/2000 - 04/05/2001
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
MA
03/22/1999 - 01/18/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
MA
01/02/1996 - 03/08/1999
FIS SECURITIES, INC. (BOSTON MA)
ME
05/17/1995 - 12/31/1995
440 FINANCIAL DISTRIBUTORS, INC. (PORTLAND ME)
NY
06/10/1994 - 05/10/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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