David J Unda

Employer firm

Unda Financial And Consulting LLC CRD 315468

$4.88M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → Present
  Miami Partners Realty Group Llc
  Doral, FL

Other Businesses

David Unda PA Real Estate Asociate agent Is not an Investment related business Address: 15975 SW 78 AVE Palmetto Bay FL 33157 Real Estate Agent working for Miami PArtners Realty Group LLC Position : Sales Asociate NO relation with the other business 20% of my time dedicate to the other business None of my time is dedicated to this business during securities trading hours Show residential properties on the market to potential clients , Fill AS IS contract once a sale is done, follow up the process until the closing date.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-12