Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maurer is a financial advisor with over 27 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. and is licensed in several states. David is experienced in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. David has experience with various investment strategies and can help clients meet their financial goals. David is committed to providing his clients with personalized financial advice and guidance.
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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CA
09/01/2023 - Present
Osaic Wealth, Inc. (LA JOLLA CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA JOLLA CA)
AZ
12/07/1995 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
10/26/1993 - 12/09/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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