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 Nagy is a financial advisor with over 30 years of experience in the industry. David is registered with Osaic Wealth, Inc. and Securities America Advisors, Inc. and has held previous roles with a number of other firms including Wall Street Financial Group, Inc., United Securities Alliance, Inc., Leigh Baldwin & Co., LLC, and Hornor, Townsend & Kent, Inc. David specializes in providing financial planning, portfolio management, and pension consulting services. David is dedicated to helping clients achieve their financial goals.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
FL
09/23/2016 - 06/14/2024
SECURITIES AMERICA, INC. (DAVENPORT FL)
NY
04/15/2005 - 09/23/2016
WALL STREET FINANCIAL GROUP, INC. (West Seneca NY)
CO
01/30/2003 - 10/08/2004
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
NY
06/09/2000 - 01/31/2003
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
PA
01/06/1998 - 06/14/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
10/17/1995 - 12/23/1997
SUMMIT FINANCIAL SECURITIES, INC. (AMHERST NY)
NY
07/28/1993 - 05/31/1995
SAPERSTON FINANCIAL INC. (BUFFALO NY)
NJ
05/08/1992 - 01/14/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
10/24/1991 - 03/02/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 05/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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