Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lewark is a financial advisor with over 10 years of experience in the financial services industry. David is currently registered with Osaic FA, Inc. in Glendale, AZ, providing investment advisory services to a variety of clients, including individuals, businesses, corporations, and pension and profit-sharing plans. David has experience in providing a range of services, including financial planning, portfolio management, and retirement plan consulting. David has a strong track record of helping clients achieve their financial goals. Prior to joining Osaic FA, Inc., David was a financial advisor with EDWARD JONES.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
03/03/2021 - Present
Osaic FA, Inc. (GLENDALE AZ)
AZ
02/25/2013 - 03/02/2021
EDWARD JONES (GLENDALE AZ)
GA
09/13/2012 - 01/08/2013
C C F INVESTMENTS, INC. (GREENSBORO GA)
GA
10/14/2003 - 12/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 05/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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