Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kirkland Sloper is a financial advisor who has been working in the industry since April 1996. David is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in Delaware, Florida, Maryland, North Carolina, Pennsylvania, South Carolina and Virginia. David also provides insurance services through Stonebridge Advisors, Inc. In addition to his investment and insurance services, David also offers financial planning services.
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
MD
01/24/2025 - Present
Osaic Wealth, Inc. (ELLICOTT CITY MD)
IN
05/17/2001 - 04/21/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
10/22/1999 - 05/23/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
IN
09/11/1996 - 10/08/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/11/1996 - 10/08/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/04/1996 - 08/19/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 05/23/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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