Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Woronowski is a financial advisor at Cadaret, Grant & Co., Inc. Brian has been in the financial industry for over 20 years. Brian has a wide range of experience in the financial services industry, with previous experience at firms such as PEAK Brokerage Services, LLC, Lincoln Investment, Legend Equities Corporation, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Brian is registered in New York, North Carolina, and Pennsylvania. Brian holds the Series 6, Series 63, and SIE licenses. Brian specializes in investment planning, financial planning, and pension consulting. Brian's current employment with Cadaret, Grant & Co., Inc., began in August 2019.
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
NY
08/21/2019 - Present
Cadaret, Grant & CO., Inc. (Williamsville NY)
NY
04/09/2018 - 08/21/2019
PEAK BROKERAGE SERVICES, LLC (Williamsville NY)
NY
01/03/2017 - 04/06/2018
LINCOLN INVESTMENT (GETZVILLE NY)
NY
05/04/2007 - 01/03/2017
LEGEND EQUITIES CORPORATION (GETZVILLE NY)
NY
09/10/2003 - 04/23/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (JAMESTOWN NY)
IN
09/10/2003 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 08/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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