Unda Financial And Consulting LLC

Unda Financial And Consulting LLC (CRD# 315468) is a financial advisory firm headquartered in Palmetto Bay, FL. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
15975 Sw 78 Ave, Palmetto Bay, FL 33157
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Unda Financial And Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Unda, financial advisor Palmetto Bay FL
David J. Unda
CRD#: 7442907
15975 Sw 78 Ave, Palmetto Bay, FL 33157

David Unda (CRD# 7442907) is an Investment Advisor Representative working at Unda Financial And Consulting LLC in Palmetto Bay, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals