Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Czerniewski has been a registered financial professional since 1987. Alfred has worked with FSC Securities Corporation and SII Investments, Inc. Currently, Alfred is registered with Osaic Wealth, Inc. and is licensed to sell insurance products. Alfred has experience selling insurance products, managing investment portfolios, and providing financial planning services for individuals and businesses. Alfred is currently licensed in 35 states and holds various licenses and registrations. The licenses and registrations are based on Alfred's experience and expertise in the financial services industry.
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.
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2
WI
11/03/2023 - Present
Osaic Wealth, Inc. (GREEN BAY WI)
WI
08/03/2001 - 11/03/2023
FSC SECURITIES CORPORATION (ADAMS WI)
WI
06/02/1987 - 08/03/2001
SII INVESTMENTS, INC. (APPLETON WI)
IA
Issued 06/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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