Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gerald Lampe is a financial advisor at Osaic Wealth, Inc. based in Houston, TX. David has been in the industry since 1976 and has experience providing financial planning and investment management services to individuals, businesses, and institutions. David has a strong track record of helping clients achieve their financial goals. David is also a registered representative with Royal Alliance Associates, Inc. and has the Series 63, Series 65, and Series 7 licenses. David is committed to providing his clients with the highest level of service and expertise.
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
TX
09/04/2020 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
01/02/1997 - 09/11/2020
PROEQUITIES, INC. (HOUSTON TX)
NE
02/22/1994 - 12/31/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
NA
03/30/1990 - 03/01/1994
PROGRAMMED EQUITIES CORPORATION
MN
07/11/1987 - 04/16/1990
AMEV INVESTORS, INC. (OAKDALE MN)
NA
10/13/1976 - 07/21/1987
CIGNA SECURITIES, INC.
IA
Issued 12/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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