Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Pabin is a financial advisor with over 29 years of experience in the industry. David has a diverse background and has worked with several firms including Woodbury Financial Services, Inc., ProEquities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Marsh & McLennan Securities Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation, Jefferson-Pilot Investor Services, Inc. and Touchstone Capital Corporation. David is currently an active advisor at Osaic Wealth, Inc.
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
TX
01/19/2024 - Present
Osaic Wealth, Inc. (WYLIE TX)
TX
12/10/2004 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WYLIE TX)
AL
11/21/2001 - 12/16/2004
PROEQUITIES, INC. (BIRMINGHAM AL)
MA
07/15/1998 - 09/24/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/13/1998 - 09/24/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/25/1995 - 01/30/1998
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
IN
11/30/1994 - 06/06/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
11/30/1994 - 03/22/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/20/1994 - 11/14/1994
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NA
06/07/1991 - 04/15/1992
TOUCHSTONE CAPITAL CORPORATION
IA
Issued 04/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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