Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Berka is an investment advisor representative at Osaic Wealth, Inc. in Brookfield, WI. David has been in the securities industry since April 24, 1986. David's career spans over 37 years with experience in financial planning, pension consulting, and portfolio management. David also provides educational seminars to clients. David is licensed in 13 states and holds the Series 7, 63 and 65 licenses. David is a Chartered Financial Consultant.
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
WI
01/19/2024 - Present
Osaic Wealth, Inc. (BROOKFIELD WI)
WI
04/21/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
WI
03/02/2011 - 04/25/2017
GIRARD SECURITIES, INC. (BROOKFIELD WI)
WI
11/23/1987 - 02/28/2011
SECURIAN FINANCIAL SERVICES, INC. (BROOKFIELD WI)
NA
04/25/1986 - 11/30/1987
ECONOMIC RESOURCES, INC.
IA
Issued 10/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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