Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eskenazi is a financial advisor who has been in the industry since 1984. David is a registered representative with Osaic Wealth, Inc., and is licensed to provide financial services in 22 states. David has a wide range of experience in the financial services industry, including investment advisory services, portfolio management, financial planning, and pension consulting. David is also a board member of the Rainier Valley Historical Society and HistoryLink.
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
WA
06/14/2024 - Present
Osaic Wealth, Inc. (Seattle WA)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Seattle WA)
WA
06/22/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Seattle WA)
WA
07/09/1985 - 08/29/2016
ALLIED ASSET MANAGEMENT, INC. (SEATTLE WA)
NA
03/12/1984 - 03/11/1985
FINANCIAL NETWORK INVESTMENT CORPORATION
BOTH
Issued 02/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1988
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/19/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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