Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pintaric is a financial advisor at Osaic Wealth, INC. with over 35 years of experience in the financial services industry. David has held several roles at different firms and has a broad range of experience in securities and investment advisory. David has Series 4, 7, 24, 27, 63 and 65 licenses and has been active in the financial industry since 1986. David's client base includes corporations, individuals, charitable organizations and pension and profit-sharing plans. Osaic Wealth, INC. is a full-service financial firm offering a variety of financial services including financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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
OH
09/26/2024 - Present
Osaic Wealth, Inc. (YOUNGSTOWN OH)
OH
09/18/2019 - 06/14/2024
SECURITIES AMERICA, INC. (YOUNGSTOWN OH)
OH
09/12/2014 - 07/01/2019
SA STONE WEALTH MANAGEMENT INC. (YOUNGSTOWN OH)
OH
10/08/2014 - 07/15/2016
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
OH
12/23/1986 - 09/12/2014
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
IA
Issued 3/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/5/1994
Series 4 - Registered Options Principal Examination
BC
Issued 4/29/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 1/13/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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