Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kasowski is an investment advisor representative registered with RBC Capital Markets, LLC. David has been in the financial services industry since January 3, 2021, and is currently registered in Arizona, Minnesota, and Texas. He is a Series 66, Series 7TO, and SIE exam holder. David has experience working with Fidelity Brokerage Services LLC and Robert W. Baird & Co. Incorporated. David specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. David has experience working with high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. David's office is located at 7650 Edinborough Way, Suite 800, Edina, MN 55435-5982.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MN
01/03/2024 - Present
RBC Capital Markets, LLC (EDINA MN)
UT
08/24/2021 - 12/14/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
WA
07/08/2019 - 04/18/2021
ROBERT W. BAIRD & CO. INCORPORATED (Seattle WA)
BOTH
Issued 01/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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