Unclaimed
Daniel Urbanczyk is a financial advisor who has been in the industry since January 30, 2009. Daniel is currently registered with Mutual of America Securities LLC and has been with the firm since August 9, 2010. Daniel holds Series 6, SIE, and Series 99TO licenses. Daniel has also previously worked at Mutual of America Life Insurance Company and Invest Financial Corporation.
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.
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.
1
2
IL
08/09/2010 - Present
Mutual OF America Securities LLC (WESTCHESTER IL)
IL
08/09/2010 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WESTCHESTER IL)
IL
11/28/2007 - 06/04/2009
INVEST FINANCIAL CORPORATION (ORLAND PARK IL)
BC
Issued 03/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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