Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Prochazka is a financial advisor with Osaic Wealth, Inc. David is a registered representative and investment advisor representative with a focus on providing financial planning and portfolio management services for individuals and businesses. David has been in the industry since 1978, providing experience and expertise in financial markets. David is a registered representative in Arizona, Colorado, Florida, and Michigan.
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
MI
01/19/2024 - Present
Osaic Wealth, Inc. (GRAND BLANC MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (GRAND BLANC MI)
MI
04/02/2007 - 03/01/2019
QUESTAR CAPITAL CORPORATION (FLINT MI)
MI
12/14/2006 - 04/11/2007
MULTI-FINANCIAL SECURITIES CORPORATION (SWARTZ CREEK MI)
MI
11/08/1999 - 12/14/2006
QUESTAR CAPITAL CORPORATION (SWARTZ CREEK MI)
SC
03/20/1998 - 11/05/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
08/01/1995 - 03/20/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
12/10/1994 - 08/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
MN
12/22/1992 - 10/19/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/22/1992 - 10/19/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
08/20/1992 - 12/22/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
01/20/1989 - 08/28/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
06/11/1985 - 01/24/1989
NML EQUITY SERVICES, INC.
NA
08/07/1986 - 12/31/1988
ROBERT W. BAIRD & CO. INCORPORATED
NA
08/11/1986 - 09/02/1986
FIRST HERITAGE CORPORATION
NA
02/21/1986 - 08/11/1986
SUPERIOR EQUITIES, INC.
NA
08/26/1980 - 10/10/1985
MONY SECURITIES CORP.
NA
08/26/1980 - 10/10/1985
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
07/03/1978 - 09/05/1980
FRANKLIN FINANCIAL SERVICES CORPORATION
IA
Issued 12/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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