Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Greene is a financial advisor with over 30 years of experience in the industry. David has been registered as a broker-dealer and investment advisor representative in multiple states throughout their career. They currently work at Osaic Wealth, Inc. where they provide a range of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. David has a proven track record of success in helping clients reach their financial goals. They are a member of the Financial Industry Regulatory Authority (FINRA) and hold several industry certifications.
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
MD
01/19/2024 - Present
Osaic Wealth, Inc. (Potomac MD)
MD
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Potomac MD)
VA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
MD
10/03/2011 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (POTOMAC MD)
MD
11/02/2007 - 07/25/2011
M&T SECURITIES, INC. (OAKLAND MD)
MA
04/30/2007 - 09/27/2007
JOHN HANCOCK FUNDS, LLC (MARBLEHEAD MA)
NC
12/15/2000 - 05/01/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MD
05/09/2000 - 11/15/2000
MONUMENT DISTRIBUTORS, INC. (KENSINGTON MD)
NY
03/29/1999 - 05/08/2000
KENMAR SECURITIES, INC. (NEW YORK NY)
MD
08/11/1998 - 04/13/1999
H. BECK, INC. (ROCKVILLE MD)
MD
04/07/1995 - 07/21/1998
CALVERT DISTRIBUTORS, INC. (BETHESDA MD)
MD
02/21/1994 - 04/18/1995
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
06/09/1993 - 02/04/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
MN
03/27/1992 - 04/08/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/27/1992 - 04/08/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/07/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1998
Series 3 - National Commodity Futures Examination
BC
Issued 03/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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