Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jungquist is a financial advisor with over 37 years of experience in the financial services industry. David is currently registered with Osaic Wealth, Inc. and has previously worked with FSC Securities Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, and CIGNA Capital Brokerage, Inc. David has a diverse background and is experienced in various areas of financial advising, including financial planning, portfolio management, and investment advisory services.
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
MN
11/03/2023 - Present
Osaic Wealth, Inc. (MINNEAPOLIS MN)
MN
11/19/2001 - 11/03/2023
FSC SECURITIES CORPORATION (MINNEAPOLIS MN)
IN
04/06/2000 - 03/13/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 03/13/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/20/1991 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
08/11/1989 - 08/23/1991
CIGNA CAPITAL BROKERAGE, INC.
PA
03/18/1986 - 08/17/1989
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 05/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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