Current Position:
Independent Fiduciary Financial Advisor at Horter Investment ManagementExperience:
25 yearsLocation:
Leesburg, VirginiaDec 2021 - Current
Aug 2005 - May 2025
Aug 2005 - Jan 2019
Jan 2004 - Aug 2005
Jan 2000 - Dec 2003
ChFC / Chartered Financial Consultant at The American College of Financial Services
Top Producers Edge Program at Southwestern Consulting
University of Maryland College Park
High School Diploma at Bladensburg High School
Name: Horter Investment Management
Speciality: Retirement Planning, Wealth Management, Financial Advisor Training, Financial Planning, Generational Planning
Location: Cincinnati, Ohio, United States
Employees: 10-50
Description: Horter Investment Management is a financial services company that provides investment advisory services in Cincinnati, Ohio....
How long has David Ocasio been working as a Independent Fiduciary Financial Advisor?
David Ocasio's total experience in various companies as a Independent Fiduciary Financial Advisor 3 years 9 months.What is David Ocasio's minimum period of employment in the companies?
David Ocasio's minimum period of employment in various companies is 1 year 7 months.What is David Ocasio's average duration of employment for different companies?
On average, David Ocasio works for one company for 9 years 8 monthsWhat industries has David Ocasio worked in?
David Ocasio works in the Financial Services. Previously, David Ocasio worked in the Insurance, and Marketing and Advertising.What positions has David Ocasio held before?
Previously, David Ocasio worked as a VP of Sales / Senior Planner, and Senior Annuity Wholesaler, and Marketing Rep, and Media Buyer.How do I contact David Ocasio?
David Ocasio's email address is o**@horterinvestment.com, phone number is +1-***-***-6644. Sign up to get contact details.Who is the President/CEO/Director of the Horter Investment Management?
The President/CEO/Director of the Horter Investment Management is Jeff SchmidtFind email for 850M+ professionals