Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Emery is an experienced financial advisor who has been in the industry since 1990. Currently, David is a Managing Partner at Osaic Wealth, Inc. David has a deep understanding of the financial markets and is committed to helping his clients achieve their financial goals. He has a diverse range of experience in the financial services industry, having worked at several prominent firms including TRIAD ADVISORS LLC and KESTRA INVESTMENT SERVICES, LLC. David offers a comprehensive suite of financial services, including financial planning, portfolio management, and investment advisory services. His expertise and dedication to client satisfaction make him a valuable resource for individuals and families seeking personalized financial guidance.
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
VA
08/23/2024 - Present
Osaic Wealth, Inc. (Maidens VA)
VA
06/14/2022 - 08/23/2024
TRIAD ADVISORS LLC (Maidens VA)
VA
04/05/2022 - 06/16/2022
KESTRA INVESTMENT SERVICES, LLC (Maidens VA)
VA
03/11/2009 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Maidens VA)
WA
11/28/2007 - 01/16/2009
SWBC INVESTMENT SERVICES, LLC (GIG HARBOR WA)
WA
10/01/1998 - 11/26/2007
CUNA BROKERAGE SERVICES, INC. (GIG HARBOR WA)
NJ
04/18/1997 - 06/19/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
01/30/1992 - 02/10/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
09/14/1989 - 01/30/1992
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 06/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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