Unclaimed
Daniel Zebrowski is a financial advisor with over 20 years of experience in the industry. Daniel is registered with SPC in Fruitland Park, FL and has several previous registrations with other firms including Broker Dealer Financial Services Corp., Financial Advisors Network, LLC, UVEST Financial Services Group, INC, Sigma Financial Corporation, and Northeast Securities, INC. Daniel holds licenses for Series 6, Series 26, Series 63 and Series 65. Daniel specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Daniel also offers financial planning, portfolio management, consulting, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
FL
10/17/2018 - Present
SPC (Fruitland Park FL)
FL
07/01/2005 - 10/12/2018
BROKER DEALER FINANCIAL SERVICES CORP. (FRUITLAND PARK FL)
FL
11/13/2002 - 07/28/2005
FINANCIAL ADVISORS NETWORK, LLC (WEST PALM BEACH FL)
NC
06/28/2002 - 06/30/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MI
09/24/2001 - 07/16/2002
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
NY
09/12/2001 - 09/24/2001
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
MI
03/24/2000 - 09/18/2001
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
AZ
07/01/1999 - 03/28/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
GA
12/19/1994 - 12/31/1995
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 09/20/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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