Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Slavic is an Investment Advisor Representative, registered with the state of Florida. David is associated with Slavic Mutual Funds Management Corp, and has been with the firm since May 2010. David Slavic is currently registered with Florida in the capacity of Investment Advisor Representative. David has passed the Series 65 exam and has been in the industry since May 2010. Slavic Mutual Funds Management Corp specializes in providing financial planning services for individuals and pension consulting. The firm has approximately $1 billion - $10 billion in assets under management.
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.
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
04/17/2013 - Present
Slavic Mutual Funds Management Corp. (BOCA RATON FL)
IA
Issued 11/09/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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