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David Kudla is a registered investment advisor representative with Mainstay Capital Management, LLC. David has been in the financial services industry since 2001. David holds the Series 65 license and has been registered with the state of Florida since May 2010 and the state of Michigan since April 2010. Mainstay Capital Management is a financial advisory firm that provides investment advisory services to individuals, high-net-worth individuals, corporations, and banking or thrift institutions. The firm's main office is located in Grand Blanc, Michigan.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
04/06/2010 - Present
Mainstay Capital Management, LLC (NAPLES FL)
IA
Issued 02/28/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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