Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mrosko is a financial advisor with over 17 years of experience in the industry. David is a Chartered Financial Analyst and is currently registered with North Point Portfolio Managers Corporation. David is active in the industry and serves clients in Ohio and Texas. David's clients consist primarily of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. David primarily provides portfolio management services 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.
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.
A percentage of the total value of assets under management is charged.
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OH
11/29/2022 - Present
North Point Portfolio Managers Corp. (ORANGE VILLAGE OH)
Active
Inactive
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