Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid O'Meara is a registered Investment Advisor Representative with Towers Watson Investment Services, Inc., located in New York. David is a Chartered Financial Analyst and has been in the industry since July 2005. David is registered to provide investment advice in Texas and is active in the state of Iowa. David's areas of specialization include portfolio management for pooled investment vehicles, pension consulting, market timing services and publication of periodicals.
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.
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.
See schedule d, miscellaneous, for a description of other advisory services
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.
Fee based on a percentage of assets advised on
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2
NY
04/08/2020 - Present
Towers Watson Investment Services, Inc. (New York NY)
Active
Inactive
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