Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Henze is a financial advisor currently registered with Osaic Wealth, Inc. in Evansville, Indiana. David has been in the industry since 1995 and holds multiple industry licenses and designations, including Series 7, Series 6, Series 63, Series 26, and Series 65. Prior to joining Osaic Wealth, Inc., David held positions at Lincoln Financial Advisors, Securities America, Inc., and PRUCO Securities Corporation. David offers various financial services to individuals, families, and businesses, including financial planning, investment management, and insurance products.
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
IN
01/24/2025 - Present
Osaic Wealth, Inc. (EVANSVILLE IN)
IN
11/25/2002 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NE
12/20/2000 - 12/03/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
NJ
01/27/1995 - 01/04/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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