Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Skelly is a financial advisor with Osaic Wealth, Inc. David has been working in the financial industry since 2001 and holds the following licenses: Series 6, Series 7, Series 63 and Series 65. David is also a Certified Financial Planner. David has extensive experience working with individuals, families, businesses and retirement plans. David is committed to providing clients with personalized financial advice and helping them 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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2
DE
06/03/2024 - Present
Osaic Wealth, Inc. (WILMINGTON DE)
DE
11/20/2009 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WILMINGTON DE)
DE
04/14/2004 - 12/03/2009
HORNOR, TOWNSEND & KENT, INC. (WILMINGTON DE)
NY
12/10/2001 - 04/14/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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