Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kopelcheck is a financial advisor with The Leaders Group, Inc. David has been in the financial industry since October 25, 2006. David has experience in securities and investment company products/variable contracts. David is registered in Ohio.
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.
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.
1
2
CO
02/24/2017 - Present
THE Leaders Group, Inc. (LITTLETON CO)
AZ
01/31/2014 - 12/31/2016
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
OH
06/21/2007 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (DUBLIN OH)
IA
07/24/2002 - 06/11/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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