Unclaimed
Daniel Raymond Iczkowski is a financial advisor with over 20 years of experience in the industry. Daniel has a strong background in investment management and has held various positions at several leading financial institutions. Daniel currently holds registrations in New Jersey and New York as a broker and is associated with Grove Point Investments, LLC, Cadaret, Grant & CO., Inc., Western International Securities, Inc., Cuso Financial Services, LP, Next Financial Group, Inc., SCF Securities, Inc., and Sorrento Pacific Financial, LLC. Daniel has also previously held registrations in several other states. Daniel is dedicated to providing personalized financial guidance and investment solutions to help 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.
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
MD
12/04/2023 - Present
Grove Point Investments, LLC (ROCKVILLE MD)
NJ
11/09/2017 - 01/31/2023
PRUCO SECURITIES, LLC. (Newark NJ)
NY
06/30/2016 - 09/30/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NJ
10/02/2003 - 06/30/2016
METLIFE SECURITIES, INC (ISELIN NJ)
NJ
10/02/2003 - 01/02/2015
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
08/09/2005 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
10/02/2003 - 09/05/2013
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NJ
10/02/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)
CA
07/01/2005 - 08/05/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NJ
06/26/2001 - 03/01/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IN
05/25/1999 - 03/01/2002
CONSECO SECURITIES, INC. (CARMEL IN)
NJ
06/02/1999 - 11/30/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MA
09/24/1999 - 04/25/2001
FIS SECURITIES, INC. (BOSTON MA)
NY
08/07/2000 - 12/22/2000
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/24/1999 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NC
11/03/1998 - 05/17/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/18/1997 - 07/01/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2001
Series 4 - Registered Options Principal Examination
BC
Issued 07/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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