Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kucharski is a financial advisor with over 20 years of experience in the financial services industry. David is a registered representative of MML Investors Services, LLC and has held various roles in the financial services industry including ownership of Legacy Physician Advisors, LLC and Legacy Wealth Advisors, LLC. David is dedicated to providing comprehensive financial planning and investment management services to his clients. David holds a Series 7 and Series 63 license. David is a member of the Medina County Estate Planning Council. David is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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 programs
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.
Solicitors fees
1
2
OH
06/19/2009 - Present
MML Investors Services, LLC (MEDINA OH)
MI
06/23/1999 - 01/01/2001
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
OH
07/06/1998 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 12/5/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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