Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Harlan Mitchler is a financial professional with over 30 years of experience in the industry. David is currently registered as a Registered Representative (RR) and an Investment Advisor Representative (IAR) with Osaic Wealth, Inc. in Alpharetta, GA. Prior to this, David was associated with Woodbury Financial Services, Inc. for 15 years and Thrivent Investment Management Inc. for 15 years. David holds a Series 63, Series 6, Series 7, Series 65 and SIE. David has a proven track record of providing financial advice and guidance to clients and is committed to helping clients achieve their financial goals. David is committed to building strong relationships with clients and providing them with personalized financial advice and guidance.
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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GA
06/10/2024 - Present
Osaic Wealth, Inc. (ALPHARETTA GA)
GA
12/02/2008 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ALPHARETTA GA)
GA
02/01/1993 - 12/03/2008
THRIVENT INVESTMENT MANAGEMENT INC. (ALPHARETTA GA)
IA
Issued 10/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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