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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dormady is a financial advisor with Osaic Wealth, Inc., based in Austin, Texas. David has over 35 years of experience in the financial services industry, having worked with clients across various financial planning needs. His experience includes providing financial advice, managing investment portfolios, and helping clients with retirement planning and other financial goals. David is a Certified Financial Planner and holds FINRA Series 1, 6, 26, and 63 licenses, and is a registered investment advisor in New Mexico, Texas, and Wyoming. David's firm specializes in working with individuals, high-net-worth individuals, corporations, and pension plans.
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
TX
09/01/2023 - Present
Osaic Wealth, Inc. (AUSTIN TX)
TX
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (AUSTIN TX)
AZ
01/30/1998 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
03/24/1988 - 10/26/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
05/09/1984 - 04/19/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/17/1978 - 07/16/1984
NORTH AMERICAN MANAGEMENT, INC.
NA
11/18/1981 - 07/26/1982
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
NA
05/02/1977 - 12/18/1977
IDS LIFE INSURANCE COMPANY
NA
05/02/1977 - 12/18/1977
IDS MARKETING CORPORATION
NA
05/02/1977 - 12/18/1977
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/26/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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