Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leszek? Claim Your ProfileLeszek Michniewicz is an investment advisor representative with B. Riley Wealth Advisors, Inc. Leszek has been in the financial industry since 1998. Leszek currently holds Series 63, 65, 66 and SIE licenses and is registered in 19 states. Leszek previously worked at Ameriprise Financial Services, Inc. and Citigroup Global Markets Inc. Leszek is a financial consultant, providing clients with comprehensive investment advice.
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
NY
07/25/2022 - Present
B. Riley Wealth Advisors, Inc. (Syosset NY)
NY
10/05/2009 - 08/21/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MELVILLE NY)
NY
06/29/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MELVILLE NY)
NY
01/08/2001 - 07/07/2007
CITIGROUP GLOBAL MARKETS INC. (MELVILLE NY)
NY
08/17/1998 - 01/26/2001
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 12/22/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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