Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tinney is a financial advisor with over 40 years of experience in the industry. David has a long history of working with clients on their financial goals, helping them to build and protect their wealth. David has worked for a number of prominent firms, including Woodbury Financial Services, Inc., Securities America, Inc., and Triad Advisors LLC. David is currently registered as a financial advisor with Osaic Wealth, Inc. David's expertise includes financial planning, portfolio management, and retirement planning. David has the expertise to help 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.
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AZ
04/28/2014 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/19/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/19/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/19/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/28/2014 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/03/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
02/17/2011 - 11/04/2011
SYMETRA INVESTMENT SERVICES, INC. (GILBERT AZ)
NE
05/27/2009 - 05/21/2010
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
AZ
04/25/2003 - 06/09/2008
THE O.N. EQUITY SALES COMPANY (GILBERT AZ)
AZ
02/07/2002 - 04/02/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
CT
03/05/1997 - 02/05/2002
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CO
08/05/1996 - 03/12/1997
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MA
03/01/1996 - 06/04/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
10/17/1990 - 03/01/1996
G. R. PHELPS & CO., INC.
MA
02/24/1988 - 08/16/1990
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/24/1988 - 08/16/1990
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
09/28/1979 - 01/20/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
10/27/1976 - 11/09/1979
SUNCAN EQUITY SERVICES COMPANY
NA
05/10/1976 - 05/08/1977
JOHN HANCOCK DISTRIBUTORS, INC.
MA
05/10/1976 - 05/08/1977
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 01/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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