Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bobrowsky is a financial advisor with over 20 years of experience in the industry. David has a variety of credentials including a Series 7 and 66 license, as well as a Certified Financial Planner designation. David currently works at IC Advisory Services, Inc. and has previously worked at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. David offers a variety of services to his clients including financial planning, portfolio management, and selection of other advisors. David also has a strong understanding of retirement planning, insurance and college savings.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/08/2019 - Present
IC Advisory Services, Inc. (SHORT HILLS NJ)
NJ
06/01/2009 - 11/09/2011
MORGAN STANLEY SMITH BARNEY (SHORT HILLS NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
12/06/2002 - 04/02/2007
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
BOTH
Issued 12/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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