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 Holtz is a registered investment advisor representative with Osaic Wealth, Inc. based in Centerville, Ohio. David has been in the securities industry since November 7, 1996. David has also held previous positions with FSC Securities Corporation, First Allied Securities, Inc., FFP Securities, Inc., Royal Alliance Associates, Inc., and Linsco/Private Ledger Corp. David specializes in a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.
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.
1
2
OH
11/03/2023 - Present
Osaic Wealth, Inc. (CENTERVILLE OH)
OH
01/27/2014 - 11/03/2023
FSC SECURITIES CORPORATION (CENTERVILLE OH)
OH
05/30/2008 - 02/03/2014
FIRST ALLIED SECURITIES, INC. (DAYTON OH)
OH
06/25/2007 - 05/30/2008
FFP SECURITIES, INC. (DAYTON OH)
OH
03/27/2002 - 07/09/2007
ROYAL ALLIANCE ASSOCIATES, INC. (DAYTON OH)
SC
04/07/1999 - 04/03/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
11/08/1996 - 04/12/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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