Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kuzner is a financial advisor with over 17 years of experience in the financial services industry. David has been registered with Raymond James & Associates, Inc. since November 2010. Prior to that, David was employed with UBS Financial Services Inc. David holds the Series 66, Series 7 and SIE licenses, allowing him to offer a wide range of financial products and services to his clients. He is also registered to offer investment advisory services in multiple states, including Alaska, Arizona, California, Colorado, Florida, Georgia, Maryland, Michigan, Ohio, South Dakota, Tennessee, Texas, and Utah. David is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
12/14/2021 - Present
Raymond James & Associates, Inc. (Fenton MI)
MI
09/29/2005 - 12/07/2010
UBS FINANCIAL SERVICES INC. (GRAND BLANC MI)
BOTH
Issued 10/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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