Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid R. Tuzson is an investment professional with over 25 years of experience in the financial industry. David is currently registered with OneAmerica Securities, Inc. and is licensed to offer a range of investment services. David specializes in financial planning, retirement planning, and insurance solutions. He is dedicated to providing personalized advice and customized investment strategies that meet individual needs and 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.
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
NE
01/23/2024 - Present
Oneamerica Securities, Inc. (Scottsbluff NE)
NE
11/09/2007 - 06/23/2021
THE O.N. EQUITY SALES COMPANY (SCOTTSBLUFF NE)
ID
08/22/2003 - 02/17/2006
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
CA
03/23/1994 - 09/09/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 01/18/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/31/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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