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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pasciak is a financial advisor with over 40 years of experience in the industry. David currently works for Osaic Wealth, Inc. David has worked in various roles, including as a financial advisor, a property and casualty agent, and an investor. David is a Chartered Financial Consultant and holds a variety of licenses and certifications, including the Series 6, 7, 22, 24, 51, 63, and 65. David works with a variety of clients, including individuals, businesses, and charitable organizations. David provides financial planning, pension consulting, and investment management services. David has a reputation for providing excellent service to his clients and is committed to helping them achieve their 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.
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
03/04/2024 - Present
Osaic Wealth, Inc. (GRAND RAPIDS MI)
MO
07/27/1981 - 11/02/2018
SIGNATOR INVESTORS, INC. (ST LOUIS MO)
MA
07/27/1981 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 05/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/01/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/23/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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