Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Richard Kaser is a financial advisor with KMG Fiduciary Partners, LLC. David has been in the financial industry for over 35 years and is a Certified Financial Planner. David has held licenses with several firms, including Morgan Stanley and UBS Financial Services Inc. David has a strong background in providing financial planning and portfolio management services to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/24/2018 - Present
KMG Fiduciary Partners, LLC (TOLEDO OH)
OH
06/01/2009 - 09/24/2018
MORGAN STANLEY (TOLEDO OH)
OH
04/29/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TOLEDO OH)
OH
01/10/1992 - 05/05/2009
UBS FINANCIAL SERVICES INC. (SYLVANIA OH)
OH
05/06/1985 - 02/25/1992
CONTINENTAL CAPITAL SECURITIES, INC (SYLVANIA OH)
NA
08/23/1983 - 05/03/1985
A. G. EDWARDS & SONS, INC.
IA
Issued 03/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1988
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/1987
Series 24 - General Securities Principal Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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