Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malgorzata? Claim Your ProfileMalgorzata Guziak is a financial advisor with Thrive Capital Management, LLC based in Fort Washington, PA. She has been a financial professional for over 5 years and holds Series 66, Series 7TO, and SIE licenses. Malgorzata is a Certified Financial Planner® and specializes in financial planning, portfolio management for individuals, and selection of other advisors. Previously, Malgorzata worked at Purshe Kaplan Sterling Investments in Moorestown, NJ and Redwood Wealth Management in Moorestown, NJ.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/06/2024 - Present
Thrive Capital Management, LLC (FORT WASHINGTON PA)
NJ
08/29/2022 - 05/28/2024
PURSHE KAPLAN STERLING INVESTMENTS (Moorestown NJ)
BOTH
Issued 11/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Malgorzata Guziak is the right advisor for you? Invested Better is here to help.
