Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David jason? Claim Your ProfileDavid Jason Smith is a registered investment advisor representative with Osaic Wealth, Inc. David Jason Smith has been working in the securities industry since 2011. David Jason Smith is registered in Indiana. David Jason Smith also has experience working with Princeton Medical Solutions and Dickerson Wealth Advisors. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, and selection of other advisers. Osaic Wealth, Inc. 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.
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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IN
12/05/2024 - Present
Osaic Wealth, Inc. (ZIONSVILLE IN)
Active
Inactive
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