Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Louis Metz is a financial professional with over 27 years of experience in the securities industry. David is currently registered with Osaic Wealth, Inc. in New Jersey. David has worked for several other firms over the years including Securities America, Inc. and LPL Financial LLC. David specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (CAPE MAY NJ)
NJ
02/06/2023 - 06/14/2024
SECURITIES AMERICA, INC. (CAPE MAY NJ)
NJ
02/01/2023 - 03/01/2023
LPL FINANCIAL LLC (CAPE MAY NJ)
NJ
11/03/2017 - 02/02/2023
SECURITIES AMERICA, INC. (CAPE MAY NJ)
NJ
03/31/2006 - 11/09/2017
NATIONAL PLANNING CORPORATION (CAPE MAY NJ)
IN
07/08/2000 - 04/03/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
05/08/1996 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NY
04/10/1996 - 04/29/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 05/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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