Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Estatico is a financial advisor with over 40 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. and has a broad range of experience offering financial advice to individuals, corporations and other entities. David offers financial planning and portfolio management services and is licensed to offer securities and insurance products in multiple states.
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
PA
01/24/2025 - Present
Osaic Wealth, Inc. (NEW ALEXANDRIA PA)
IN
12/14/2004 - 05/24/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
12/16/2003 - 12/09/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
03/18/1996 - 12/04/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
05/18/1983 - 04/04/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/18/1983 - 04/04/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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