Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Deuel has been an active advisor in the financial industry since 1992. David Wayne Deuel is currently registered as an Investment Advisor Representative with Osaic Wealth, Inc., where David Wayne Deuel has been employed since 2024. Previously, David Wayne Deuel worked at Woodbury Financial Services, Inc. and AXA Advisors, LLC. David Wayne Deuel has passed a variety of exams, including Series 6, Series 7, and Series 63. David Wayne Deuel has also received the Chartered Financial Consultant designation. David Wayne Deuel's specializations include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
MI
01/19/2024 - Present
Osaic Wealth, Inc. (CLARKSTON MI)
MI
01/13/2012 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CLARKSTON MI)
MI
07/06/1992 - 01/20/2012
AXA ADVISORS, LLC (CLARKSTON MI)
NY
07/06/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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