Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Demore is a financial advisor with Osaic Wealth, Inc. David has been in the industry since 2005. David is a Certified Financial Planner and holds the Series 7, Series 66, and SIE securities licenses. David has experience in financial planning, pension consulting, educational seminars, and portfolio management. David also owns and operates several other businesses. David is registered to provide financial advice in 13 states and provides services to individuals, high net worth individuals, corporations, businesses, and charitable organizations.
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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WI
01/19/2024 - Present
Osaic Wealth, Inc. (BROOKFIELD WI)
WI
11/15/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BROOKFIELD WI)
WI
07/17/2013 - 11/16/2017
SII INVESTMENTS, INC. (Elm Grove WI)
WI
01/23/2009 - 07/18/2013
LPL FINANCIAL LLC (COLGATE WI)
WI
09/29/2008 - 01/26/2009
PACKERLAND BROKERAGE SERVICES, INC. (WAUKESHA WI)
WI
01/10/2008 - 09/26/2008
COUNTRY CAPITAL MANAGEMENT COMPANY (BROOKFIELD WI)
WI
08/31/2007 - 11/05/2007
COMMONWEALTH FINANCIAL NETWORK (BROOKFIELD WI)
WI
03/31/2005 - 09/05/2007
THRIVENT INVESTMENT MANAGEMENT INC. (ALTOONA WI)
BOTH
Issued 05/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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