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 30 years of experience in the industry. David has a wide range of experience, including working with Woodbury Financial Services, Inc., Securian Financial Services, Inc., NYLIFE Securities Inc., and Pruco Securities Corporation. Currently, David is an advisor with Osaic Wealth, INC. David holds a variety of licenses and certifications, including Series 6, Series 7, Series 26, Series 63, and Series 65. David is also a Chartered Financial Consultant. David specializes in providing financial advice and services to individuals, businesses, and charitable organizations. David's experience and expertise make him a valuable resource for clients seeking comprehensive financial planning and investment management services.
Hobe Sound, FL
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
FL
01/19/2024 - Present
Osaic Wealth, Inc. (Hobe Sound FL)
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 7/1/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/26/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/2001
Series 7 - General Securities Representative Examination
BC
Issued 5/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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