Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Martin is a registered investment advisor with Osaic Wealth, Inc. with offices in Reno, NV, and Sacramento, CA. David has been in the financial services industry since 1973. David is currently registered as an investment advisor representative in California and Nevada. David has held prior registrations with a number of other firms and has experience with various financial products and services. David specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.
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
NV
06/14/2024 - Present
Osaic Wealth, Inc. (RENO NV)
CA
01/08/2009 - 06/14/2024
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
12/19/2006 - 01/14/2009
EPLANNING SECURITIES, INC. (SAN JOSE CA)
CA
04/22/2002 - 12/31/2006
SAMMONS SECURITIES COMPANY, LLC (SAN JOSE CA)
AZ
01/01/2002 - 04/19/2002
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IL
06/23/1999 - 01/01/2002
IAC SECURITIES, INC. (TINLEY PARK IL)
NA
05/21/1999 - 06/14/1999
IAC SECURITIES, INC.
AZ
07/18/1994 - 05/25/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/19/1985 - 08/02/1994
SOARES FINANCIAL GROUP, INC.
NA
07/07/1983 - 06/13/1985
CONSOLIDATED INVESTMENT SERVICES, INC.
NA
01/17/1980 - 06/30/1983
UNIVERSITY SECURITIES CORPORATION
NA
04/01/1971 - 01/23/1978
PHOENIX EQUITY PLANNING CORPORATION
IA
Issued 01/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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