Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kapchinske is a financial advisor with The Strategic Financial Alliance, Inc. in Woodstock, Georgia. David has been in the financial services industry since 1991 and has a strong understanding of the investment landscape. David is a Registered Representative and Investment Advisor Representative, and has a wide array of experience working with both individual and corporate clients. David is dedicated to helping clients reach their financial goals and provides tailored financial planning, portfolio management, and wealth management services. He is also known for being an expert in providing educational seminars to clients.
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.
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.
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2
GA
01/13/2015 - Present
THE Strategic Financial Alliance, Inc. (WOODSTOCK GA)
GA
01/10/2002 - 11/21/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
06/06/1994 - 01/18/2002
WMA SECURITIES, INC. (DULUTH GA)
FL
01/31/1992 - 06/06/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
03/25/1991 - 01/20/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 08/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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