Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stanton is a financial advisor with Osaic Wealth, Inc. David has been in the industry since 2017 and is licensed to provide financial advice in Florida, Iowa, Ohio, and South Dakota. David has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. David is also a Registered Representative with Osaic Wealth, Inc. and has held positions at Woodbury Financial Services, Inc. and FBL Marketing Services, LLC. David is committed to providing his clients with personalized financial advice that meets their individual needs.
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
IA
01/19/2024 - Present
Osaic Wealth, Inc. (CLARION IA)
IA
06/06/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CLARION IA)
IA
11/18/2020 - 05/23/2022
FBL MARKETING SERVICES, LLC (Clarion IA)
IA
04/06/2017 - 11/17/2020
EDWARD JONES (Clarion IA)
BOTH
Issued 06/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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