Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Rutkowski has been in the financial services industry since May 27, 1987. David is a Certified Financial Planner and is currently registered with Lincoln Investment. David is licensed in 18 states, including New York, Florida, and California. David has also held previous roles with Legend Equities Corporation and Legend Capital Corporation. David has a strong background in securities trading and has passed the Series 6, 7, 22, 63 and SIE exams. David has a diverse client base that includes individuals, corporations, and institutions. David's experience and expertise make him a valuable resource for clients seeking financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
03/25/2021 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
NY
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (Baldwinsville NY)
FL
05/28/1987 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BC
Issued 06/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/27/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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