Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zupek is a financial advisor with over 30 years of experience in the industry. David is currently registered with Concorde Asset Management, LLC and has been with the firm since 2012. David provides financial planning, pension consulting, and portfolio management for individuals and businesses. David also holds Series 6, 7, 63, and 65 licenses and the SIE exam.
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.
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.
Promoter fees from other advisors
1
2
MI
09/08/2023 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
WI
04/02/2012 - 10/18/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (RACINE WI)
WI
10/06/2010 - 04/04/2012
H. BECK, INC. (RACINE WI)
WI
04/19/2002 - 10/04/2010
ING FINANCIAL PARTNERS, INC. (RACINE WI)
WI
02/10/2000 - 04/24/2002
SII INVESTMENTS, INC. (APPLETON WI)
MO
04/04/1994 - 02/11/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
AZ
01/04/1994 - 04/04/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
04/23/1993 - 12/31/1993
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
01/08/1993 - 04/21/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
06/22/1992 - 12/31/1992
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 01/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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