linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David F Kovacik

Allstate Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David F Kovacik

David Kovacik is a financial professional with over 20 years of experience in the financial services industry. He has a strong background in securities and investments, having held positions with several leading firms, including Ohio National Equities, Inc., Guardian Investor Services LLC, and J.C. Bradford & Co. Currently, David is registered with Allstate Financial Services, LLC in Florida and South Carolina. He holds the Series 7, 52, 63, and 65 licenses. David has a proven track record of providing exceptional financial advice to clients.

Firm Information

David Kovacik is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Kovacik’s Registration & Firm History

FL

02/24/2020 - Present

Allstate Financial Services, LLC (Sun City Center FL)

OH

06/27/2005 - 09/18/2018

OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)

NY

07/30/2002 - 08/23/2004

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

FL

05/08/2002 - 08/06/2002

HIGH MARK SECURITIES, INC. (LAKELAND FL)

MA

01/01/2002 - 04/01/2002

MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)

CT

11/16/2000 - 01/01/2002

MANULIFE WOOD LOGAN, INC. (STAMFORD CT)

NY

02/23/2000 - 07/06/2000

J.C. BRADFORD & CO. (NEW YORK NY)

NY

06/11/1998 - 11/18/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MI

06/10/1997 - 05/26/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

Not sure if David F Kovacik is right for you?

Licenses & Designations

IA

Issued 07/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1997

Series 7 - General Securities Representative Examination

BC

Issued 05/30/1997

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David F Kovacik.
Not sure if David F Kovacik is right for you?