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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aleksandra? Claim Your ProfileAleksandra Gierszewska is a financial professional with over a decade of experience in the industry. Aleksandra has a strong background in financial planning, portfolio management, and pension consulting, offering a comprehensive range of services to individuals, businesses, and institutions. Aleksandra is currently associated with Mutual Advisors, LLC, where she provides tailored investment advice and guidance. Aleksandra's dedication to her clients is evident in her commitment to understanding their unique financial goals and creating personalized strategies to help them achieve success. Aleksandra holds several industry designations, including Chartered Financial Consultant, and is licensed to operate in Connecticut.
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.
Hourly consulting
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.
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2
CT
09/01/2023 - Present
Mutual Advisors, LLC (Norwalk CT)
NY
11/05/2013 - 07/20/2023
PRUCO SECURITIES, LLC. (White Plains NY)
NJ
07/12/2011 - 05/29/2012
PRUCO SECURITIES, LLC. (ISELIN NJ)
CT
02/18/2010 - 07/06/2011
VISION (STAMFORD CT)
CT
06/27/2008 - 07/06/2011
VISION FINANCIAL MARKETS LLC (STAMFORD CT)
IA
Issued 04/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2009
Series 3 - National Commodity Futures Examination
BC
Issued 06/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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