Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid M. Demars is a financial advisor with Osaic Wealth, Inc. David has been in the industry since August 1998. David's career in the financial industry spans a variety of firms, including Prudential Securities Incorporated, Pruco Securities Corporation, and The Lincoln National Life Insurance Company. David is currently registered in California, Tennessee, and Texas. David holds the following licenses: Series 66, SIE and Series 7. David also offers insurance products including accident and health, traditional life insurance, disability income products, and fixed annuities. David's current registrations are with Osaic Wealth, Inc., where David is registered as an investment advisor representative.
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
TN
01/24/2025 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
IN
04/10/2003 - 05/17/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
02/22/2001 - 04/04/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/29/1998 - 03/27/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/06/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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