Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Samuel Licary is a financial advisor with Osaic Wealth, Inc. based in Roscoe, Illinois. David has been in the financial services industry since October 1993. David's prior experience includes roles with Securities America, Inc., Cetera Advisor Networks LLC, and MetLife Securities Inc. David has a wide range of experience providing financial advice to individuals, families, and businesses. David holds Series 6, 7, 63 and 66 securities licenses and is registered as an investment advisor representative in multiple states.
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
IL
06/14/2024 - Present
Osaic Wealth, Inc. (Roscoe IL)
IL
11/09/2016 - 06/14/2024
SECURITIES AMERICA, INC. (Roscoe IL)
WI
10/30/2015 - 11/17/2016
CETERA ADVISOR NETWORKS LLC (MADISON WI)
WI
08/12/2005 - 11/11/2015
METLIFE SECURITIES INC. (MIDDLETON WI)
WI
08/12/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MADISON WI)
MN
07/01/2002 - 08/02/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
02/02/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MN
10/04/1993 - 02/02/1999
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 11/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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