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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Czerwinski is an investment advisor representative with PKS Advisory Services, LLC. Louis has been in the industry since 2010 and has experience working with individuals, corporations and other businesses. Louis is registered in Connecticut. Louis is also a registered principal with PKS Advisory Services, LLC and has experience working with high-net-worth individuals, and corporations or 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.
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
NY
12/02/2019 - Present
PKS Advisory Services, LLC (ALBANY NY)
CT
10/03/2016 - 09/04/2019
VOYA FINANCIAL ADVISORS, INC. (WALLINGFORD CT)
CT
05/05/2015 - 06/15/2016
LPL FINANCIAL LLC (NORTH HAVEN CT)
CT
10/16/2013 - 04/24/2015
INVESTACORP, INC. (NEW CANAAN CT)
CT
08/12/2011 - 11/01/2013
LPL FINANCIAL LLC (WALLINGFORD CT)
MA
01/08/2004 - 04/06/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 09/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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