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Regina U
Series 63, Series 65
New Waterford, OH
KCD Financial, Inc.
Regina Unger is a financial advisor at KCD Financial, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various insurance companies, including Protective Life Insurance Company and Symetra Life Insurance, among others. Unger is also an independent insurance agent and serves on the finance and capital campaign committees at Canfield Presbyterian Church. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm offers asset management, financial planning, and portfolio appraisal services to individuals, corporate pension and profit-sharing plans, and charitable organizations, using third-party management programs and a range of investment strategies tailored to client goals and risk tolerance.
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