Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Kozuch is a financial professional with over 5 years of experience in the financial services industry. Alec is a Certified Financial Planner™ professional and holds Series 66, Series 7, and SIE licenses. Alec is currently an Investment Advisory Representative for CWM, LLC DBA Carson Partners and part owner/financial professional for Twenty Two Wealth Management and KFA Partners, LLC DBA Carson Wealth. Alec provides financial services to individual clients, corporations and pension plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
09/01/2020 - Present
CWM, LLC (OMAHA NE)
IL
12/18/2017 - 07/13/2020
LPL FINANCIAL LLC (NAPERVILLE IL)
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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