Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ryan Shoup is a financial advisor who has been in the industry since 2000. David is currently registered with Osaic Wealth, Inc. David has a strong track record of success in helping clients achieve their financial goals. David's experience and expertise allow David to provide comprehensive financial advice, including financial planning, portfolio management, and retirement planning. David is committed to building long-term relationships with clients and providing them with the personalized attention they deserve. David has a deep understanding of the financial markets and a passion for helping clients make sound investment decisions.
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
IN
11/02/2018 - Present
Osaic Wealth, Inc. (CARMEL IN)
IN
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CARMEL IN)
IN
05/20/2014 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CARMEL IN)
IN
02/04/2013 - 04/30/2014
MERCAP SECURITIES, LLC (FORT WAYNE IN)
IN
03/20/2009 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)
IN
01/11/2006 - 03/20/2009
ASH SECURITIES WHOLESALING, INC. (FORT WAYNE IN)
IN
01/08/2004 - 12/05/2005
CFD INVESTMENTS, INC. (KOKOMO IN)
WI
04/01/2002 - 05/15/2003
SII INVESTMENTS, INC. (APPLETON WI)
NY
09/10/1998 - 03/19/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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