Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joseph Kotecki is a financial advisor with Ameriprise Financial Services, LLC. David Kotecki has been a financial advisor for 23 years and has a Series 7, Series 63, and SIE license. David Kotecki is registered in 18 states, including Indiana, Texas, California, Arizona, Florida, Georgia, Illinois, Michigan, New Mexico, New York, North Carolina, Ohio, South Carolina, Tennessee, West Virginia, and Colorado. David Kotecki also has a Chartered Financial Consultant designation. David Kotecki specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Prior to Ameriprise Financial Services, LLC, David Kotecki worked at IDS Life Insurance Company.
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.
Asset allocation services
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
IN
01/24/2013 - Present
Ameriprise Financial Services, LLC (MISHAWAKA IN)
MN
07/08/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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