Unclaimed
David Blaydes is a financial advisor with over 40 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. in Florida, Illinois and Texas. David has held previous registrations with several other firms including Securities America, Inc., National Planning Corporation, Intersecurities, Inc., Mack Investment Securities, Inc. and IFR Securities, Inc. David holds the Series 63, Series 24, SIE, Series 7 and Series 1 licenses, and is also a Certified Financial Planner. David focuses on providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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
IL
06/14/2024 - Present
Osaic Wealth, Inc. (NAPERVILLE IL)
IL
10/23/2017 - 06/14/2024
SECURITIES AMERICA, INC. (NAPERVILLE IL)
IL
11/21/2001 - 11/03/2017
NATIONAL PLANNING CORPORATION (NAPERVILE IL)
FL
04/24/1996 - 11/30/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IL
12/02/1993 - 05/07/1996
MACK INVESTMENT SECURITIES, INC. (NORTHFIELD IL)
FL
01/13/1993 - 12/14/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IL
01/10/1991 - 12/15/1992
MACK INVESTMENT SECURITIES, INC. (NORTHFIELD IL)
NA
05/10/1985 - 12/11/1990
IFR SECURITIES, INC.
NA
09/25/1984 - 05/22/1985
PBS SECURITIES, INC.
NA
06/03/1983 - 10/26/1984
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
10/12/1982 - 06/18/1983
D'MARTINE FINANCIAL SERVICES, INC.
NA
08/21/1979 - 11/15/1981
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
04/06/1978 - 05/09/1980
ROOSEVELT EQUITY CORPORATION
BC
Issued 11/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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