Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Kowach is a financial advisor with over 29 years of experience in the industry. David is a registered representative and investment advisor representative with &partners. David is a Series 65 and Series 63 licensed individual with a Series 24 license. David has previously been employed by Wells Fargo Clearing Services, LLC, Evergreen Investment Services, Inc., Mentor Services Company, LLC, Mentor Distributors, LLC, Federated Securities Corp., and Capital Analysts, Incorporated. David specializes in portfolio management for businesses and individuals, financial planning, educational seminars, and selection of other advisors.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/28/2023 - Present
&partners (Clayton MO)
MO
10/14/2021 - 07/11/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
09/20/2000 - 12/24/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
11/19/1999 - 09/11/2000
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
02/02/1998 - 11/08/1999
MENTOR SERVICES COMPANY, LLC (RICHMOND VA)
MA
06/08/1994 - 02/02/1998
MENTOR DISTRIBUTORS, LLC (BOSTON MA)
PA
09/12/1992 - 02/28/1994
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
OH
06/26/1991 - 06/08/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 12/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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