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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sunichi Westnedge is a financial advisor with over 20 years of experience. David is currently registered with Osaic Wealth, Inc. and holds licenses in California and Georgia. David has worked with clients across a broad range of financial needs and specializes in financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. David is a Certified Financial Planner (CFP) and is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
11/07/2007 - 08/13/2018
AXA ADVISORS, LLC (ATLANTA GA)
GA
04/28/2000 - 10/26/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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