Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tassoul is a financial advisor with over 20 years of experience in the industry. David has a wealth of experience in financial planning and portfolio management for individuals, businesses, and retirement plans. David is also a Certified Financial Planner™ and is registered with FINRA and several states, including Texas, Wisconsin, and several other states. David currently works for Osaic Wealth, Inc., a firm that specializes in providing financial advice and wealth management services to individuals and families. Prior to joining Osaic Wealth, Inc., David was a financial advisor at Woodbury Financial Services, Inc., SII Investments, Inc., and American General Securities Incorporated. David has also worked with Centaurus Financial, Inc. and AXA Advisors, LLC. David is committed to providing his 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.
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2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
10/31/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DE PERE WI)
WI
07/30/2007 - 11/01/2017
SII INVESTMENTS, INC. (GREEN BAY WI)
WI
07/28/2003 - 08/06/2007
AMERICAN GENERAL SECURITIES INCORPORATED (LUXEMBURG WI)
CA
05/29/2002 - 07/17/2003
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NY
02/18/2002 - 06/10/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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