Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brozenic is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with THE Wealth Consulting Group and has held past registrations with BANC of AMERICA INVESTMENT SERVICES, INC., AMERICAN CENTURY BROKERAGE, INC., and AMERICAN CENTURY INVESTMENT SERVICES INC.. David has a Series 6, 7, 63, and 66 license and holds Series 66 and Series 7 registrations through THE Wealth Consulting Group. David has a strong track record of success in helping clients achieve their financial goals. David specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
KS
07/19/2023 - Present
THE Wealth Consulting Group (Overland Park KS)
KS
11/14/2005 - 08/19/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
MO
01/13/2004 - 11/16/2005
AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)
MO
04/06/2001 - 11/16/2005
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BOTH
Issued 09/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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