Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Grodzicki is a financial professional with over 20 years of experience in the industry. David is currently registered with Stonex Financial Inc. in Kansas City, Missouri. David has held previous positions with WADDELL & REED, UMB FINANCIAL SERVICES, INC., AMERICAN CENTURY INVESTMENT SERVICES INC., H&R BLOCK FINANCIAL ADVISORS, INC., LIBERTY FUNDS DISTRIBUTOR, INC., and OPPENHEIMERFUNDS DISTRIBUTOR, INC.. David has earned the Series 6, 7, 24, and 63 licenses, as well as the SIE exam. David is a registered representative in Missouri.
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.
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2
MO
06/30/2017 - Present
Stonex Financial Inc. (KANSAS CITY MO)
KS
10/22/2013 - 06/02/2017
WADDELL & REED (OVERLAND PARK KS)
MO
08/14/2013 - 10/21/2013
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
01/14/2004 - 09/02/2011
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MI
06/02/2003 - 12/19/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MA
05/20/2002 - 10/15/2002
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MO
05/23/2000 - 11/21/2001
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NY
08/22/1996 - 01/14/1997
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 07/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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