Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tronson is a financial advisor with over 20 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and has previously worked with Securities America, Inc., Investors Security Company, Inc., 1717 Capital Management Company, MetLife Securities Inc., Metropolitan Life Insurance Company, PFS Investments Inc., and Waddell & Reed, Inc.. David offers financial planning, educational seminars, and portfolio management for businesses and individuals. He is licensed in several states and has a Series 6, Series 63 and Series 65 licenses.
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
WA
06/14/2024 - Present
Osaic Wealth, Inc. (FIRCREST WA)
WA
12/07/2012 - 06/14/2024
SECURITIES AMERICA, INC. (FIRCREST WA)
WA
05/10/2006 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (UNIVERSITY PLACE WA)
DE
09/16/2003 - 05/08/2006
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
05/15/2002 - 09/10/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/15/2002 - 09/10/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
GA
10/02/2001 - 04/29/2002
PFS INVESTMENTS INC. (DULUTH GA)
NA
02/13/1991 - 10/29/1991
WADDELL & REED, INC.
IA
Issued 05/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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