David Ocasio's Location
Leesburg, VA, US
David Ocasio's Work
- VP of Sales and Senior Planner @ Highland Capital Brokerage
- Independent Financial Advisor @ Horter Investment Management, LLC
- Senior Annuity Wholesaler @ Kestler Financial Group
- Marketing Rep @ Advisor Insurance Group LLC.
- Media Buyer @ Zimmerman Advertising
David Ocasio's Education
- The American College of Financial Services
ChFC / Chartered Financial Consultant (Finance, General)
2015 - 2019 - Southwestern Consulting
Top Producers Edge Program
2015 - 2020 - University of Maryland College Park1995 - 1999
- Bladensburg High School
High School Diploma
1990 - 1994
David Ocasio's Skills
- Financial Advisory
- Series 63
- Financial Planners
- Fixed Annuities
- Retirement Income Strategies
- Indexed Annuities
- Insurance
- Wealth Transfer
- Retirement Planning
- Sales
David Ocasio's Summary
David Ocasio, based in Leesburg, VA, US, is currently a VP of Sales and Senior Planner at Highland Capital Brokerage, bringing experience from previous roles at Horter Investment Management, LLC, Kestler Financial Group+, Advisors Insurance Group, Inc and Zimmerman Advertising. David Ocasio holds a 2015 - 2019 ChFC / Chartered Financial Consultant in Finance, General @ The American College of Financial Services. With a robust skill set that includes Financial Advisory, Series 63, Financial Planners, Fixed Annuities, Retirement Income Strategies and more, David Ocasio contributes valuable insights to the industry. David Ocasio has 3 emails on RocketReach.
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