Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Kecskes is a Registered Representative with Zacks Investment Management, Inc. David has been in the industry for over 25 years and has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. David holds Series 6, 7, and 66 licenses. He is a registered Investment Advisor Representative in Indiana, Kentucky, and Ohio. Prior to joining Zacks, David worked at Lincoln Financial Advisors Corporation, PNC Investments, Fifth Third Securities, Inc., Conseco Financial Services, Inc., Kohn Financial Corporation, and The Huntington Investment Company.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
01/28/2008 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
IN
06/26/2007 - 01/29/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (LAWRENCEBURG IN)
OH
10/16/2006 - 03/05/2007
PNC INVESTMENTS (CINCINNATI OH)
IN
07/26/1999 - 08/14/2006
FIFTH THIRD SECURITIES, INC. (LAWRENCEBURG IN)
IN
08/04/1995 - 08/19/1999
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
OH
04/25/1994 - 08/04/1995
KOHN FINANCIAL CORPORATION (CINCINNATI OH)
OH
05/05/1993 - 04/06/1994
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 11/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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