Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Manookin is a financial professional with over 20 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. David has held previous positions at Stuart Securities Corp., Royal Alliance Associates, Inc., and WMA Securities, Inc. David is a well-rounded professional with a wide range of licenses and exams, including Series 6, 7, 24, 26, 51, 53, 63, and 65. David provides financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. David specializes in serving high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. David is committed to providing his clients with the highest level of service and expertise.
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
UT
08/04/2023 - Present
Osaic Wealth, Inc. (SALT LAKE CITY UT)
GA
10/07/2003 - 09/19/2005
STUART SECURITIES CORP. (NORCROSS GA)
AZ
12/18/2001 - 09/30/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
07/27/2000 - 12/17/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 07/31/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/19/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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