Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Leszczynski is a financial advisor with Cetera Investment Advisers LLC. Kevin has been in the financial services industry since 1983 and has a wide range of experience, having worked for multiple firms including IFG Network Securities, Inc. and New England Securities. Kevin holds the Series 7, 63, 24 and 65 licenses. Kevin specializes in portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars, and 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.
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.
1
2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (PAOLI PA)
GA
01/08/1998 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
10/05/1987 - 01/07/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
07/21/1983 - 08/14/1987
JANNEY MONTGOMERY SCOTT INC.
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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