Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hope is an investment advisor representative with over 30 years of experience in the financial services industry. David is registered with Osaic Wealth, Inc. and has been in the business since 1993. David has been in the industry for over 30 years and offers financial planning, portfolio management, and selection of other advisors. David is a dedicated advisor and is committed to providing the best possible service to clients.
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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (PINECREST FL)
FL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PINECREST FL)
AZ
03/18/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
SC
10/13/1993 - 04/11/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 03/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1994
Series 3 - National Commodity Futures Examination
BC
Issued 10/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Hope is the right advisor for you? Invested Better is here to help.
