Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Korzendorfer is a financial advisor at Bradley Foster & Sargent Inc., located in Hartford, Connecticut. He has been with the firm since April 2007 and is registered in Connecticut and Massachusetts. David is a Chartered Financial Analyst and has over 30 years of experience in the financial industry. He specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. David offers educational seminars and his firm manages over $7 billion in assets for a diverse clientele.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CT
04/30/2007 - Present
Bradley Foster & Sargent Inc. (HARTFORD CT)
BC
Issued 05/13/1986
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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