Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Grzegorczyk is an investment advisor representative with SPC. He is based in Ann Arbor, Michigan and has been in the industry since September 1995. Daniel has a variety of designations and certifications, including Series 6, Series 62, Series 63, Series 65, and SIE. He is registered with the state of Michigan and Florida. Daniel has experience in the investment advisory industry, and has worked for several firms, including Magellan Securities Inc., and Questar Capital Corporation. He is currently registered as an investment advisor representative with SPC, which is an independent, employee-owned, SEC-registered investment advisor.
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
MI
01/01/2025 - Present
SPC (ANN ARBOR MI)
MN
07/28/1997 - 03/06/1998
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MI
09/12/1995 - 08/07/1997
MAGELLAN SECURITIES INC (HARPER WOODS MI)
IA
Issued 11/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/11/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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