Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Boren is a financial advisor with Osaic Wealth, Inc. David has been working in the financial services industry since 1986. David is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in providing comprehensive financial planning services. David is registered with the Securities and Exchange Commission and is a member of the Financial Industry Regulatory Authority (FINRA). David specializes in working with individuals, families, businesses, and retirement plans.
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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TX
01/24/2025 - Present
Osaic Wealth, Inc. (ROUND ROCK TX)
TX
01/02/2015 - 02/11/2016
METLIFE SECURITIES INC. (AUSTIN TX)
TX
09/04/2007 - 01/02/2015
NEW ENGLAND SECURITIES (ROUND ROCK TX)
TX
12/01/1999 - 02/16/2007
LIBERTY LIFE SECURITIES LLC (AUSTIN TX)
NY
09/26/1986 - 12/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 10/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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