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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 Soper is an investment advisor representative at Osaic Wealth, Inc. with over 23 years of experience in the financial services industry. David Soper has a wide range of experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. David Soper is registered with FINRA and is licensed in multiple states. David Soper has experience providing financial planning, portfolio management, and pension consulting services. David Soper also provides educational seminars to clients.
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
01/19/2024 - Present
Osaic Wealth, Inc. (WARRENVILLE IL)
IL
08/01/2011 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
IL
12/01/2000 - 08/09/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (WARRENVILLE IL)
GA
04/10/2000 - 09/19/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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