Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alec? Claim Your ProfileAlec Witkowski is an Investment Advisor Representative with Cadaret, Grant & Co., Inc. Alec is based in Williamsville, New York and is registered with FINRA and the state of New York. Alec has been in the financial services industry since 2015 and has held positions at several firms, including J.P. Morgan Securities LLC, Lincoln Financial Securities Corporation, and Peak Brokerage Services, LLC. Alec holds the Series 7, Series 66, and SIE licenses. Alec is also a licensed Life & Health Insurance Sales Agent. In addition to financial services, Alec is also involved in several other business ventures, including a home and auto insurance business, a retirement analytics company, and a retail business.
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.
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
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Williamsville NY)
NY
08/10/2018 - 08/21/2019
PEAK BROKERAGE SERVICES, LLC (Williamsville NY)
NY
01/23/2017 - 08/13/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (Hamburg NY)
NY
10/27/2014 - 07/25/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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