Unclaimed
David Hilditch is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Osaic Wealth, Inc. David has held previous positions with Securities America, Inc., Securities Service Network, LLC, Woodbury Financial Services, Inc., Jefferson Pilot Securities Corporation, Locust Street Securities, Inc., and Securities Management & Research, Inc. David specializes in working with high net worth individuals, corporations, and retirement plans.
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
06/14/2024 - Present
Osaic Wealth, Inc. (CROSBY TX)
TX
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CROSBY TX)
TX
05/21/2012 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (CROSBY TX)
TX
01/28/2002 - 05/24/2012
WOODBURY FINANCIAL SERVICES, INC. (CROSBY TX)
IN
03/21/1994 - 02/21/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
08/21/1992 - 03/28/1994
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
03/20/1986 - 07/30/1992
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
BC
Issued 06/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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