Unclaimed
David Mire is a registered representative with Osaic Wealth, Inc. and has been in the financial services industry since 1987. David has experience in the areas of financial planning, portfolio management, pension consulting, and educational seminars. David is a registered representative in 30 states and has passed the Series 6, 7, 24, 26, and 63 exams. David is also a registered investment advisor representative in 4 states. David's clients include individuals, businesses, and charitable organizations. David has a strong track record of 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.
1
2
LA
05/16/2018 - Present
Osaic Wealth, Inc. (LAFAYETTE LA)
AZ
12/24/1992 - 10/20/1993
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
GA
02/05/1992 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
GA
09/18/1989 - 09/06/1991
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
GA
07/18/1986 - 08/21/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 10/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 07/26/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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