Unclaimed
Joseph Kawczenski is a financial advisor registered in Florida and Massachusetts. Joseph is currently affiliated with Kestra Investment Services, LLC and has been in the industry since March 3, 2012. Joseph holds a Series 6, Series 63, and SIE license.
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.
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.
1
2
MA
05/30/2024 - Present
Kestra Investment Services, LLC (BOSTON MA)
FL
08/04/2021 - 08/03/2023
LION STREET FINANCIAL, LLC (PALM BEACH GARDENS FL)
MA
05/09/2011 - 08/06/2021
KESTRA INVESTMENT SERVICES, LLC (BOSTON MA)
BC
Issued 05/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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