Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chudyk is a financial professional with over 18 years of experience in the industry. David is currently registered as an Investment Advisor Representative with The Fiduciary Alliance in Seneca, SC. Previously, David held positions with Nationwide Securities, LLC, NYLIFE Securities Inc., and State Farm VP Management Corp. David is a Certified Financial Planner and holds Series 6, 63, and 65 licenses. David provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
SC
08/05/2019 - Present
THE Fiduciary Alliance (Seneca SC)
SC
04/08/2005 - 07/31/2019
NATIONWIDE SECURITIES, LLC (SENECA SC)
NY
06/09/2004 - 03/25/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
IL
01/20/2003 - 05/25/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 05/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure David Chudyk is the right advisor for you? Invested Better is here to help.
