Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Trzeciak is a Registered Representative at Allworth Financial, LP in Manasquan, New Jersey. Kim has been in the financial industry for over 20 years, with previous experience at firms such as George McKelvey Co., Inc., Allied Beacon Partners, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Kim specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for 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.
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
NJ
10/02/2024 - Present
Allworth Financial, LP (MANASQUAN NJ)
NJ
04/29/2013 - 12/22/2020
GEORGE MCKELVEY CO., INC. (Manasquan NJ)
VA
08/08/2012 - 04/17/2013
ALLIED BEACON PARTNERS, INC. (RICHMOND VA)
NJ
10/03/2006 - 09/12/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
NJ
02/21/2006 - 09/05/2006
CITIGROUP GLOBAL MARKETS INC. (WESTFIELD NJ)
MD
02/03/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/30/2002 - 01/29/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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