Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darryl? Claim Your ProfileDarryl Lawrence Klimowski is a financial advisor with Cambridge Investment Research Advisors, Inc. Darryl has been in the financial services industry since 1997. Darryl is registered with the state of New York as an Investment Advisor Representative (IAR). Darryl has also been previously registered with Chase Investment Services Corp, Excel Securities & Associates, Inc., and First Allied Securities, Inc. Darryl specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Darryl offers a variety of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
04/09/2021 - Present
Cambridge Investment Research Advisors, Inc. (Pittsford NY)
NY
10/01/2012 - 11/19/2019
J.P. MORGAN SECURITIES LLC (PITTSFORD NY)
NY
11/06/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FAIRPORT NY)
NY
07/30/1998 - 08/22/2002
EXCEL SECURITIES & ASSOCIATES, INC. (ROCHESTER NY)
CA
04/11/1997 - 06/29/1998
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
11/14/1995 - 04/15/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
BOTH
Issued 06/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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