Investment Review Meeting (Zoom)

Zoom Meetings

Please use this form to schedule an investment review meeting with David Younis. In this meeting, we will review your investment portfolio, review your objectives, and make updates if needed to keep your progress on track. This is a great time to give us updates on your life and goals. This is for an online meeting via Zoom.

1 hour

Investment Review Meeting (Zoom)

Please use this form to schedule an investment review meeting with David Younis. In this meeting, we will review your investment portfolio, review your objectives, and make updates if needed to keep your progress on track. This is a great time to give us updates on your life and goals. This is for an online meeting via Zoom.

1 hour

Zoom Meetings

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.