Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Konopinski is a financial advisor at LPL Financial LLC in MEDINA, OH. David has been in the financial services industry for 30 years and is registered with the state of Ohio and Florida. David specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
11/02/2009 - Present
LPL Financial LLC (MEDINA OH)
OH
03/13/2009 - 11/09/2009
RBC CAPITAL MARKETS CORPORATION (CLEVELAND OH)
OH
08/16/2002 - 03/13/2009
FERRIS, BAKER WATTS, LLC (CLEVELAND OH)
NY
04/22/1992 - 08/19/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/09/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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