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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Muncie is an investment advisor representative at Corecap Advisors, LLC and has been in the industry since March 25, 2004. David is registered with FINRA and is licensed in Michigan. David has a broad background in the financial services industry and specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and pension and profit-sharing plans. David has been with Corecap Advisors, LLC since March 2016.
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.
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2
MI
03/03/2016 - Present
Corecap Advisors (SOUTHFIELD MI)
MI
07/09/2013 - 07/11/2014
CSSC BROKERAGE SERVICES, INC. (TROY MI)
MI
03/12/2002 - 03/19/2004
LEONARD & COMPANY (TROY MI)
MI
04/17/1998 - 04/05/2000
LEONARD & COMPANY (TROY MI)
MI
10/10/1996 - 07/08/1998
APEX CAPITAL, L.L.C. (HARPER WOODS MI)
FL
01/28/1997 - 11/07/1997
EAST WEST INSTITUTIONAL SERVICES, INC. (SARASOTA FL)
MI
06/23/1995 - 02/27/1996
MARTHA R. SEGER & ASSOCIATES, INC. (BIRMINGHAM MI)
MI
09/27/1994 - 06/20/1995
CCM FINANCIAL CORPORATION (TROY MI)
NA
08/14/1993 - 09/13/1994
EAST - WEST CAPITAL CORPORATION
FL
07/29/1992 - 02/12/1993
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
FL
04/26/1991 - 07/23/1992
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
09/29/1988 - 05/22/1989
CAPITAL ANALYSTS, INCORPORATED
NA
04/06/1988 - 10/19/1988
EQUICO SECURITIES, INC.
NA
04/06/1988 - 10/19/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 09/16/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 08/03/1998
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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