Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Michael Dziedzic is a registered investment advisor representative with IC Advisory Services, Inc. Joel has been in the financial services industry since February 10, 1981. Joel is registered with the state of Florida, Michigan, and Pennsylvania. IC Advisory Services, Inc. offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
FL
07/12/2006 - Present
IC Advisory Services, Inc. (FT. LAUDERDALE FL)
NY
06/13/1995 - 10/02/1995
CHRISTOPHER STREET FINANCIAL, INC. (NEW YORK NY)
NY
01/12/1993 - 05/09/1995
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
NA
04/10/1992 - 01/18/1993
CHELSEA STREET SECURITIES, INC.
NA
02/21/1989 - 09/13/1991
MONMOUTH INVESTMENTS, INC.
NA
04/25/1989 - 04/07/1990
PAULSON INVESTMENT COMPANY, INC.
OR
08/25/1988 - 04/07/1990
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NA
01/22/1987 - 08/30/1988
DARNALL, KEMNA & CO., INC.
NA
07/01/1986 - 01/20/1987
DEAN WITTER REYNOLDS INC.
NA
02/24/1986 - 04/01/1986
KENNEDY, CABOT & CO.
NA
02/22/1980 - 02/10/1986
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 07/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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