Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander James Pucilowski is a registered investment advisor with Janney Montgomery Scott LLC. Alexander is a licensed investment advisor in Pennsylvania. Alexander has been in the financial industry since 2016. Alexander has held previous positions at CNL Securities Corp. and AXA Distributors, LLC. Alexander is a Series 6, Series 7, and Series 63 licensed professional.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
12/16/2021 - Present
Janney Montgomery Scott LLC (MOOSIC PA)
FL
11/16/2018 - 10/26/2021
CNL SECURITIES CORP. (ORLANDO FL)
NJ
07/08/2016 - 10/24/2018
AXA DISTRIBUTORS, LLC (JERSEY CITY NJ)
IA
Issued 12/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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