Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wynne Noffsinger is a financial advisor with Osaic Wealth, Inc. David has been in the financial industry since 1997 and has a strong track record of providing personalized financial advice to individuals and families. David is also a registered investment advisor in California, Texas, and Virginia.
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
VA
08/23/2024 - Present
Osaic Wealth, Inc. (NEWPORT NEWS VA)
VA
06/14/2004 - 08/23/2024
TRIAD ADVISORS LLC (NEWPORT NEWS VA)
NE
09/27/2002 - 06/14/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
MA
03/18/1999 - 09/20/2002
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
AZ
10/08/1997 - 03/16/1999
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
NA
02/09/1999 - 03/03/1999
DELTA EQUITY SERVICES CORPORATION
IA
Issued 03/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2008
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 09/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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