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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Fairman is an investment advisor representative with Osaic Wealth, Inc. David is a registered representative with FINRA and the state of Indiana, and is also a registered investment advisor with the state of Indiana and Texas. David has over 15 years of experience in the financial services industry. Prior to joining Osaic Wealth, Inc., David was employed by Northwestern Mutual Investment Services, LLC. David holds Series 6, Series 63 and Series 65 licenses and is also a SIE exam holder. David's specialties include providing financial planning, pension consulting and portfolio management services to individuals, businesses and institutions. David is committed to providing his clients with personalized and comprehensive financial advice.
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
IN
06/10/2024 - Present
Osaic Wealth, Inc. (INDIANAPOLIS IN)
IN
11/25/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)
IN
08/06/2008 - 11/02/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
IA
Issued 04/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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