Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arek? Claim Your ProfileArek Puzia is an Investment Advisor Representative with Pathwise Wealth Partners, LLC. Arek Puzia is also a Certified Financial Planner. Arek Puzia has been in the industry since 2011 and has held previous positions at GCA Savvian Advisors, LLC, Accclaro Wealth Management, Crowe Horwath LLP, and Diablo Valley College. Arek Puzia specializes in Portfolio Management for Individuals and Portfolio Management for Businesses. Arek Puzia is registered with the state of California and Texas.
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.
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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CA
12/07/2017 - Present
Pathwise (WALNUT CREEK CA)
CA
08/05/2011 - 01/22/2013
GCA SAVVIAN ADVISORS, LLC (SAN FRANCISCO CA)
IA
Issued 09/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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