David Sosa
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Contact information
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Location
Sandlake & Bay Hill
8061 Via Dellagio Way, Orlando, FL 32819 -
About David Sosa
David Sosa is a Financial Advisor in Orlando, FL, for Regions Investment Solutions. When it comes to your financial future, you need a trusted partner. David will focus on solutions for your immediate needs and help you develop a comprehensive strategy to meet your long-term financial goals.
From financial planning to preparing for retirement, David Sosa is committed to helping make your journey toward financial success as easy as possible.
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Products & services
- Fee-based managed accounts
- Mutual funds, exchange-traded funds (ETFs)
- Stocks, equities
- Municipal bonds, corporate bonds
- Annuities
- Life insurance
- Money market accounts
- CDs (brokerage and structured)
- 529 plans for education
- Digital investing through InvestPath®
Personalized investment solutions
Whether you’re investing for retirement, college or another goal, Regions Investment Solutions can provide the in-depth knowledge necessary to assist with financial planning. Our experienced professionals work as a team to provide you with comprehensive service, conveniently located in your local branch. We support you with the financial strength of a prominent national investment and insurance firm, teamed with the comfort and familiar faces at places you already know. To get started, call Investment Solutions at 1-800-598-9164 or email us today.