Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schrempf is a financial advisor with over 12 years of experience in the industry. David is currently registered with Osaic FA, Inc. David has a strong background in financial planning and investment management. David is also a licensed insurance agent. David is committed to providing clients with personalized financial advice and guidance. David is a Series 6, Series 63, and Series 65 licensed advisor. In addition to working with clients at Osaic FA, Inc., David also works with clients at Northwestern Mutual Investment Services, LLC. David is a highly qualified advisor who can help you reach your financial goals.
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
CA
01/28/2021 - Present
Osaic FA, Inc. (WESTLAKE VILLAGE CA)
CA
08/23/2013 - 07/21/2020
MML INVESTORS SERVICES, LLC (CANOGA PARK CA)
CA
12/21/2009 - 08/23/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WOODLAND HLS CA)
IA
Issued 08/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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