Unclaimed
David Kucharski is a financial advisor with MML Investors Services, LLC. David has been in the industry since 1998 and holds both Series 63 and Series 7 licenses. David has also passed the Securities Industry Essentials Examination. David has been registered with MML Investors Services, LLC since 2001 and is currently licensed in 23 states. David is a member of the Medina County Estate Planning Council. David is a licensed agent for Mass Mutual Life Insurance and has experience in asset allocation programs, financial planning, pension consulting, and portfolio management for both businesses and individuals. David is registered as an investment advisor representative with MML Investors Services, LLC.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
OH
06/19/2009 - Present
MML Investors Services, LLC (MEDINA OH)
MI
06/23/1999 - 01/01/2001
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
OH
07/06/1998 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 12/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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