Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vinciguerra is a financial advisor with Osaic Wealth, Inc., a firm that provides advisory services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. David has been in the financial industry since 1989 and has extensive experience in financial planning, portfolio management, and insurance. David is committed to helping clients achieve their financial goals by providing personalized advice and guidance. David is registered with the state of New York as an Investment Advisor Representative.
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.
1
2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (VICTOR NY)
NY
05/04/2018 - 06/14/2024
SECURITIES AMERICA, INC. (NORTH SYRACUSE NY)
NY
10/23/1996 - 05/07/2018
CADARET, GRANT & CO., INC. (NORTH SYRACUSE NY)
NA
12/19/1989 - 11/13/1996
JAMESON, DEWITT & ASSOCIATES, INC.
BOTH
Issued 02/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1992
Series 4 - Registered Options Principal Examination
BC
Issued 06/13/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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