Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Oxenford is a financial advisor at Geneos Wealth Management, Inc. David has been in the industry since January 2021. David is registered with FINRA as a General Securities Representative and holds the Series 7TO and SIE licenses. David's areas of expertise include financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Geneos Wealth Management, Inc. is a registered investment advisor and brokerage firm with over 200 licensed agents and registered representatives. The firm provides a variety of financial services, including financial planning, investment management, and retirement planning. The firm's clients include individuals, families, businesses, and institutions. Geneos Wealth Management, Inc. is committed to providing its clients with personalized financial advice and services that meet their unique needs.
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.
1
2
PA
01/22/2021 - Present
Geneos Wealth Management, Inc. (DOUGLASSVILLE PA)
BC
Issued 01/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David Oxenford is the right advisor for you? Invested Better is here to help.
