Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sergei Osachoff is an investment advisor representative with Osaic Wealth, Inc. located in SAN DIEGO, CA. David has been in the industry since March 1992, working for various firms prior to joining Osaic Wealth, Inc. David also holds the Series 7 and Series 66 licenses. David offers a variety of investment advisory services to clients, including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
AZ
12/08/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
08/01/1996 - 12/21/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
CA
03/30/1992 - 08/05/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BOTH
Issued 07/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Osachoff is the right advisor for you? Invested Better is here to help.
