Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ocasio is a financial professional with over 17 years of experience in the industry. David is a Chartered Financial Consultant and is currently registered with Horter Investment Management, LLC. David is also the owner of Ocasio Financial Services and is a VP of Sales for Highland Capital Brokerage. David specializes in financial planning and investment management for both individuals and businesses. David is registered in Virginia as an Investment Advisor Representative.
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.
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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OH
12/12/2022 - Present
Horter Investment Management, LLC (CINCINNATI OH)
Active
Inactive
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