Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Draper is a financial advisor at Osaic Wealth, Inc. with over 18 years of experience in the financial services industry. David holds multiple licenses, including Series 6, 7, 24, 26, 53, and 63. David is also registered to provide advisory services in 40 states. David is a graduate of the University of Illinois at Urbana-Champaign. David specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses.
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
IL
09/16/2024 - Present
Osaic Wealth, Inc. (ST. CHARLES IL)
IL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ST. CHARLES IL)
IL
03/26/2007 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (GENEVA IL)
IL
11/22/2005 - 12/31/2006
AMERICAN GENERAL SECURITIES INCORPORATED (SAINT CHARLES IL)
IA
Issued 12/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/29/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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