Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Seibel is a financial advisor with Osaic Wealth, Inc. David has been in the industry since 1998 and is registered with FINRA and the state of Pennsylvania. David is also a Registered Investment Advisor and is registered with the states of Florida and Texas. David has a variety of experience in the financial industry, including working with Securities America, Inc., Next Financial Group, Inc., and VALIC Financial Advisors, Inc. David has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (STATE COLLEGE PA)
PA
03/22/2019 - 06/14/2024
SECURITIES AMERICA, INC. (STATE COLLEGE PA)
PA
09/09/2005 - 03/25/2019
NEXT FINANCIAL GROUP, INC. (STATE COLLEGE PA)
TX
04/17/2003 - 10/07/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MA
07/15/1998 - 04/23/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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