Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bailin is a financial advisor with over 35 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. and has previously worked with Woodbury Financial Services, Inc. and Securian Financial Services, Inc., among others. David is a Chartered Financial Consultant and holds multiple licenses, including Series 6, 7, 26, 63, and 65. David's primary focus is on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. David's expertise is in a variety of areas, including investments, insurance, and retirement planning. David is committed 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
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (HAMILTON NJ)
NJ
02/01/2013 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HAMILTON NJ)
NJ
10/10/1996 - 02/06/2013
SECURIAN FINANCIAL SERVICES, INC. (HAMILTON SQUARE NJ)
NY
04/17/1996 - 09/25/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
05/27/1988 - 03/21/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/27/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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