Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kahn is a financial advisor with over 19 years of experience in the industry. David is a registered representative of Osaic Wealth, Inc., a firm specializing in wealth management services for individuals, families, and businesses. David offers a variety of financial planning and investment management services to his clients, including financial planning, portfolio management, retirement planning, and estate planning. David holds a number of professional licenses and designations, including Series 7, 24, 53, 66, and SIE. Prior to joining Osaic Wealth, Inc., David worked at SAGEPOINT FINANCIAL, INC. and AXA ADVISORS, LLC.
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
IL
09/01/2023 - Present
Osaic Wealth, Inc. (EVANSTON IL)
IL
03/06/2006 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (EVANSTON IL)
NY
10/13/2004 - 02/09/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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