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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 Vogelson is an investment advisor representative with Osaic Wealth, Inc. based in Oro Valley, Arizona. David has been in the industry since 1991 and has held positions with PRUCO SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. David specializes in providing financial planning and portfolio management services for individuals and businesses. David is registered as an Investment Advisor Representative in Arizona, Texas, and Wisconsin, as well as a Registered Representative in 39 other states.
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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AZ
10/18/2023 - Present
Osaic Wealth, Inc. (ORO VALLEY AZ)
NJ
09/17/1992 - 04/06/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
07/19/1991 - 08/04/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/19/1991 - 08/04/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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