Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel E. Jamroz is a financial advisor with Stonex Advisors Inc. Daniel has been working in the industry since November 4, 2008. Daniel is registered in 12 states. Daniel is currently registered with Stonex Advisors Inc. Daniel is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Daniel has a variety of experience in the financial services industry. Daniel has worked for WRP Investments, Inc. and NYLIFE Securities LLC.
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.
Financial consulting 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.
1
2
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
MA
03/22/2010 - 09/12/2014
WRP INVESTMENTS, INC. (EAST LONGMEADOW MA)
MA
11/05/2008 - 03/31/2010
NYLIFE SECURITIES LLC (ANDOVER MA)
BOTH
Issued 09/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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