Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Soong Park is a financial advisor with over 30 years of experience in the industry. Currently, David is registered with Osaic Wealth, Inc. in Valencia, California. David has a broad background in financial services, having worked with various firms including FSC Securities Corporation, UnionBanc Investment Services, LLC, and Wescom Financial Services. David is well-versed in various aspects of financial planning and portfolio management and holds several licenses and certifications, including Series 7, 63, and 66.
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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CA
11/03/2023 - Present
Osaic Wealth, Inc. (VALENCIA CA)
CA
02/16/2016 - 11/03/2023
FSC SECURITIES CORPORATION (VALENCIA CA)
CA
11/10/2009 - 02/23/2016
UNIONBANC INVESTMENT SERVICES, LLC (ENCINO CA)
CA
08/31/2004 - 11/09/2009
WESCOM FINANCIAL SERVICES (SHERMAN OAKS CA)
CA
04/23/2002 - 09/01/2004
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
SC
05/01/2000 - 04/30/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
01/05/1998 - 05/02/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NE
01/31/1996 - 12/31/1997
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
OR
10/11/1994 - 01/31/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
11/01/1993 - 10/12/1994
WESTERN FINANCIAL CORPORATION (SAN DIEGO CA)
NY
07/15/1991 - 10/21/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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