Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Windle Elmore is a financial advisor with over 29 years of experience in the industry. David is currently registered with Osaic Wealth, Inc. and is licensed to conduct business in Alabama, Texas and Virginia. David has a wide range of experience in the financial services industry, including experience with American General Securities Incorporated, SAGEPOINT FINANCIAL, INC., FRANKLIN FINANCIAL SERVICES CORPORATION, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. David is also a registered principal and has passed a number of industry exams including Series 6, Series 26, and Series 63. David specializes in providing financial advice to individuals, corporations and businesses, pension and profit-sharing plans, charitable organizations and high-net-worth 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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AL
09/01/2023 - Present
Osaic Wealth, Inc. (TUSCALOOSA AL)
AL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TUSCALOOSA AL)
AL
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TUSCALOOSA AL)
TX
02/22/1997 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
MA
12/06/1993 - 01/10/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/06/1993 - 01/10/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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