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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Novakowski is a registered investment advisor representative with The Coury Firm. Daniel has over 25 years of experience in the financial services industry. Daniel is a registered representative of The Coury Firm, a firm based in Pittsburgh, Pennsylvania. Daniel holds a Series 63 license and a Series 6 license. Daniel has been with The Coury Firm since March of 1993. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. The Coury Firm also provides financial analysis and advisory support for business advisory services. Daniel has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Advice on matters not involving securities. see part 1 section 6.b.(3)
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
10/31/2018 - Present
THE Coury Firm (PITTSBURGH PA)
PA
07/21/1998 - 12/31/2017
FSC SECURITIES CORPORATION (PITTSBURGH PA)
NY
09/15/1993 - 06/15/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
02/10/1992 - 06/23/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/10/1992 - 06/23/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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