Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Taucher is a financial advisor with over 38 years of experience in the industry. David is registered with Stratos Wealth Advisors LLC. He is a Certified Financial Planner and provides financial planning, portfolio management, and pension consulting services. David has held various positions at different firms over the years. He is currently an Investment Advisor Representative for Stratos Wealth Advisors LLC. He holds the Series 6, Series 22, and Series 62 licenses. David is also registered as an Investment Advisor Representative in Ohio and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Percentage of assets under management with third party managers
1
2
OH
12/13/2023 - Present
Stratos Wealth Advisors LLC (Pepper Pike OH)
OH
02/03/1995 - 12/10/2008
MUTUAL SERVICE CORPORATION (BEACHWOOD OH)
CA
09/16/1985 - 01/18/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
09/24/1984 - 10/07/1985
INVESTORS BROKERAGE SERVICES, INC.
BC
Issued 11/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/18/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/21/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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