Unclaimed
David Fuchs is a financial advisor currently registered with Advisors Capital Management, LLC. David has been in the financial services industry for over 6 years. David's professional experience includes time with BNY MELLON SECURITIES CORPORATION and AXA DISTRIBUTORS, LLC. David is a Certified Financial Planner and holds the Series 6, 7, 63 and SIE licenses. David is a Registered Investment Advisor in New Jersey. David primarily serves individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit sharing plans, and sovereign wealth funds.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
NJ
01/09/2023 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
NY
03/30/2020 - 12/20/2022
BNY MELLON SECURITIES CORPORATION (New York NY)
NJ
01/26/2017 - 03/06/2020
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
BC
Issued 02/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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