Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edward Jozefek is an investment advisor representative with IC Advisory Services, Inc. David has been in the industry since April 26, 2001. David has been registered with the firm since November 19, 2009 and has Series 63, Series 65, Series 7 and Series 31 licenses. David has worked at UBS Financial Services Inc., Morgan Stanley DW Inc. and Schonfeld Securities, LLC. David is registered with the state of Florida, New Jersey, New York, and Pennsylvania and is active in both Broker/Dealer and Investment Advisor roles.
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
11/19/2009 - Present
IC Advisory Services, Inc. (CHESTER NJ)
NJ
07/08/2005 - 10/05/2009
UBS FINANCIAL SERVICES INC. (BEDMINSTER NJ)
NY
03/26/2003 - 07/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/28/2001 - 03/24/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
IA
Issued 05/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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