linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Alan Kowalski

World Equity Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Alan Kowalski

David Alan Kowalski is a registered investment advisor representative with World Equity Group, Inc. David has been in the financial services industry since December 1991. David is licensed to conduct business in Arizona, Florida, Illinois, Indiana, Iowa, Nebraska, New Mexico, North Carolina and Wisconsin. David is also a licensed tax practitioner.

Firm Information

David Kowalski is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Kowalski’s Registration & Firm History

IL

12/18/2008 - Present

World Equity Group, Inc. (Dolton IL)

IL

03/09/2001 - 12/15/2008

PRIVATE CONSULTING GROUP, INC. (SUGAR GROVE IL)

TX

06/08/2000 - 04/10/2001

NFP SECURITIES, INC. (AUSTIN TX)

CO

09/16/1993 - 06/13/2000

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

NA

12/09/1991 - 09/21/1993

CENTURY INVESTORS OF AMERICA, INC.

Not sure if David Alan Kowalski is right for you?

Licenses & Designations

IA

Issued 12/09/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Alan Kowalski. Review regulatory record here.
Not sure if David Alan Kowalski is right for you?