Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kunhardt has been in the financial industry since 1987. David is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. David also holds the Series 6, Series 63, and Series 65 licenses. In the past, David worked for Lincoln Financial Securities Corporation, Hornor, Townsend & Kent, Inc., MetLife Securities Inc., Park Avenue Securities LLC, Royal Alliance Associates, Inc., and Davenport-Dukes Financial Services, Inc. David is currently registered in Nevada, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. David specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
04/20/2021 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
08/17/2018 - 04/16/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (VIRGINIA BEACH VA)
VA
02/28/2013 - 02/16/2018
HORNOR, TOWNSEND & KENT, INC. (VIRGINIA BEACH VA)
VA
04/24/2008 - 01/23/2013
METLIFE SECURITIES INC. (VIRGINIA BEACH VA)
VA
11/24/2003 - 12/31/2007
PARK AVENUE SECURITIES LLC (VIRGINIA BEACH VA)
AZ
05/19/1997 - 10/31/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/22/1995 - 05/20/1997
DAVENPORT-DUKES FINANCIAL SERVICES, INC.
AZ
01/16/1992 - 03/22/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
WI
09/09/1987 - 02/04/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/09/1987 - 01/28/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 06/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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