Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian J. Szymczak is an investment advisor representative with FSR Wealth Management, Ltd. Brian is registered with the state of Illinois. Brian also has a license to conduct insurance business through FSR Insurance Planning, Ltd., The firm has 6 licensed agents, 8 investment advisor representatives and 8 investment advisory functions. FSR Wealth Management, Ltd. provides financial planning and portfolio management services to individuals, as well as selection of other advisors.
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.
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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IL
09/20/2021 - Present
FSR Wealth Management, Ltd. (ELMHURST IL)
IA
Issued 09/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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