Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Van Osdol is a financial advisor with Fidelity Personal and Workplace Advisors. David has been in the financial industry since March 2006 and has worked for several firms, including Ameriprise Financial Services, LLC, Cetera Financial Specialists LLC, and Citigroup Global Markets Inc. David holds the Series 7, Series 6, Series 63, Series 65 and Series 66 licenses. David is a Certified Financial Planner. David provides financial planning, educational seminars, and selection of other advisors to clients. David provides portfolio management for businesses and individuals.
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.
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
NY
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (CHAPPAQUA NY)
NY
09/05/2019 - 01/25/2021
AMERIPRISE FINANCIAL SERVICES, LLC (RYE BROOK NY)
NY
05/31/2019 - 09/04/2019
CETERA FINANCIAL SPECIALISTS LLC (NEW YORK NY)
NY
07/23/1998 - 06/02/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
OH
07/30/1994 - 07/20/1998
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MA
11/22/1993 - 02/07/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/22/1993 - 02/07/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/11/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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