Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grzegorz? Claim Your ProfileGrzegorz Szymczak is a financial advisor who has been in the industry since 2014. Grzegorz is currently registered with LPL Financial LLC in Illinois and holds Series 6, 63, and 65 licenses. Grzegorz has previously worked for Fifth Third Securities, Inc., BMO Harris Financial Advisors, Inc., and PNC Investments. Grzegorz specializes in working with individuals, corporations, and other businesses.
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.
Consulting and other non-discretionary advisory services
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.
1
2
IL
06/27/2022 - Present
LPL Financial LLC (HINSDALE IL)
IL
07/22/2021 - 07/11/2022
FIFTH THIRD SECURITIES, INC. (OAK BROOK IL)
IL
03/24/2021 - 06/08/2021
LPL FINANCIAL LLC (OAKBROOK TERRACE IL)
IL
12/06/2016 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (OAKBROOK TERRACE IL)
IL
07/23/2015 - 12/05/2016
PNC INVESTMENTS (PALOS HILLS IL)
IL
04/28/2014 - 06/29/2015
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IA
Issued 07/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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