Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wentley is a registered investment advisor representative with Osaic Wealth, Inc. David has been in the industry since 1994, and has a wide range of experience in the financial services industry. David is a registered representative in Florida and Georgia. David is also a Registered Securities Principal. Osaic Wealth, Inc. is a firm that provides financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
FL
08/23/2024 - Present
Osaic Wealth, Inc. (ATLANTIS FL)
FL
05/08/1998 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTIS FL)
GA
09/19/1996 - 07/16/1998
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NY
05/06/1994 - 09/23/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/09/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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