Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Christopher Sopchik is an Investment Advisor Representative with CJW Capital, LLC. David has been in the industry since February 2018 and holds the Series 65 license. David is registered with the state of Illinois and has been with the firm since February 2018. CJW Capital, LLC is a registered investment advisor specializing in providing financial planning and portfolio management services to high-net-worth individuals and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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IL
02/21/2020 - Present
CJW Capital, LLC (CHICAGO IL)
IA
Issued 02/21/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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