David Ocasio Email & Phone Number
Independent Fiduciary Financial Advisor @ Horter Investment Management
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David Ocasio Location
- Leesburg, VA, US
David Ocasio Work
- 2021 - now Independent Fiduciary Financial Advisor @
- 2005 - 2025 VP of Sales and Senior Planner @
- 2005 - 2019 Senior Annuity Wholesaler @
- 2004 - 2005 Marketing Rep @ Advisors Insurance Group, Inc
- 2000 - 2003 Media Buyer @
David Ocasio Education
- Southwestern Consulting
Top Producers Edge Program
2015 - 2020 - The American College of Financial Services
ChFC / Chartered Financial Consultant (Finance, General)
2015 - 2019 - University of Maryland 1995 - 1999
- Bladensburg High School
High School Diploma
1990 - 1994
David Ocasio Skills
- Financial Advisory
- Series 63
- Financial Planners
- Fixed Annuities
- Retirement Income Strategies
- Indexed Annuities
- Insurance
- Wealth Transfer
- Retirement Planning
- Sales
- Financial Planning
- Annuities
- IRAs
- Investments
- Income Distribution
- Variable Annuities
- Series 6
- 401k
- Retirement Plan Consulting
- Equity Indexed Annuities
- Life Insurance
- IRA's
- ChFC
- Strategic Financial Planning
- Wealth Accumulation
- Wealth
- Annuity
- Retirement Solutions
- Insurance Planning
- Term Life Insurance
- Health Insurance
- Retirement
- Annuity Sales
David Ocasio Summary
- David Ocasio, based in Leesburg, VA, US, is currently a Independent Fiduciary Financial Advisor at Horter Investment Management, LLC. David Ocasio brings experience from previous roles at Highland Capital Brokerage, Kestler Financial Group+, Advisors Insurance Group, Inc and Zimmerman Advertising. David Ocasio holds a 2015 - 2020 Top Producers Edge Program @ Southwestern Consulting . With a robust skill set that includes Financial Advisory, Series 63, Financial Planners, Fixed Annuities, Retirement Income Strategies and more. David Ocasio has 1 mobile phone numbers on RocketReach.
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Top Horter Investment Management Employees
Jason Long
Chief Compliance Officer
Cincinnati, OH, US
David Ocasio
Independent Fiduciary Financial Advisor
Leesburg, VA, US
Richard Easterly
Registered Represenative
Florida, United States
Stephen Dissette
Investment Advisor Representative
Michigan City, IN, US
Pattie Stacey
Executive Administrative Assistant
Cincinnati, OH, US
Janet Taylor
Compliance and Trading Supervisor
Cincinnati, OH, US
Michael van Zile
Director of Advisor Development
Cincinnati, OH, US
Griffin Horter
Corporate Strategist
Cincinnati, OH, US
Evelyn Davis
Executive Assistant
Cincinnati, OH, US
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