Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rick? Claim Your ProfileRick Danielowski is a financial advisor with over 10 years of experience in the industry. Rick is currently registered with Raymond James Financial Services Advisors, Inc. as an Investment Advisor Representative. Rick holds multiple securities licenses, including Series 6, 7, 63, and 65, as well as the SIE. Previously, Rick was associated with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and ING FINANCIAL PARTNERS, INC. Rick specializes in providing financial advice to individuals, high net worth individuals, corporations, and institutions. Rick's previous experience and current affiliations demonstrate his commitment to providing comprehensive financial planning and investment management services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/17/2018 - Present
Raymond James Financial Services Advisors, Inc. (York PA)
PA
02/18/2011 - 01/29/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (YORK PA)
PA
04/04/2008 - 02/18/2011
ING FINANCIAL PARTNERS, INC. (YORK PA)
IA
Issued 07/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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