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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Grudkowski is a financial advisor at Morgan Stanley, located in Scranton, PA. David has been in the industry since August 2, 1993 and has a strong background in securities, futures, and investment advisory services. David has a wide range of experience, having worked at several firms including Citigroup Global Markets Inc., Prudential Securities Incorporated, and NYLife Securities Inc., prior to joining Morgan Stanley. David has extensive knowledge in various financial markets, including equities, fixed income, and derivatives. David is committed to providing personalized financial advice and solutions that are tailored to his clients' specific needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
06/25/2013 - Present
Morgan Stanley (Scranton PA)
PA
09/29/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SCRANTON PA)
NY
03/03/1994 - 10/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/30/1993 - 12/13/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
07/07/1992 - 10/20/1992
L.C. WEGARD & CO., INC. (NEW YORK NY)
IA
Issued 07/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/1998
Series 3 - National Commodity Futures Examination
BC
Issued 07/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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