Unclaimed
David Bujacich is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc.. David has been in the industry since September of 2011 and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since August of 2024. David is registered to provide investment advice in Texas. David has passed the Uniform Combined State Law Examination. David has experience working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations.
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.
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TX
09/11/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLOWER MOUND TX)
Active
Inactive
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