David J. Kubicek
Professional summary
David Joseph Kubicek, CFP® is a registered financial advisor currently at INSTITUTE OF TRADE MANAGEMENT located in Farmington Hills, Michigan.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1976. David has worked at 4 firms and has passed the Series 65, Series 63, Series 15, Series 5 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Joseph Kubicek's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
October 19, 2010 - Present
INSTITUTE OF TRADE MANAGEMENT
Office #1: 32781 Middlebelt Road Suite B, Farmington Hills, MI 48334-1770October 25, 1983 - January 9, 1997
PRUDENTIAL EQUITY GROUP, LLC
September 26, 1978 - November 7, 1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 22, 1976 - September 26, 1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/19/2010)
Exams
Series 15
Date: 12/3/1985
Foreign Currency Options ExaminationSeries 5
Date: 12/12/1981
Interest Rate Options ExaminationCurrent Firm
INSTITUTE OF TRADE MANAGEMENT
CRD#: 123977 / SEC#:
Contact information
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