Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vucovich is a financial advisor with over 30 years of experience in the industry. David is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked for DEAN WITTER REYNOLDS INC.. David holds Series 7, 63, and 65 licenses. David is a committee member for HAVE Dreams, a non-profit organization, and has a strong commitment to supporting the community. David's specializations include investments, insurance, and financial planning. David provides advisory services such as performance measurement reports, allocation modeling, IPS, research reports and services, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
09/24/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCHAUMBURG IL)
NY
09/18/1992 - 11/29/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Vucovich is the right advisor for you? Invested Better is here to help.
