Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Staton Wensil is a financial advisor at Osaic Wealth, Inc. located in CHARLOTTE, NC. David has been in the financial industry since 1986 and has worked with a number of firms prior to joining Osaic Wealth, Inc. David holds Series 6, 26 and 63 securities licenses and is registered with the state of North Carolina and South Carolina. David's areas of expertise include financial planning, pension consulting, and portfolio management for 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.
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NC
11/02/2018 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
NC
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CHARLOTTE NC)
NC
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CHARLOTTE NC)
NC
08/27/2003 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (CHARLOTTE NC)
CA
12/12/1995 - 07/02/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IN
01/04/1995 - 12/19/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
GA
02/10/1994 - 12/31/1994
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
01/18/1994 - 02/24/1994
MONY SECURITIES CORP. (NEW YORK NY)
MA
01/20/1993 - 01/14/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
12/11/1992 - 01/26/1993
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
01/08/1992 - 11/13/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
08/25/1986 - 01/03/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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