Unclaimed
Marcin W. Krolikowski is a financial advisor with Osaic Wealth, Inc. Marcin has been in the financial industry since June 30, 2016. Marcin is a Chartered Financial Analyst and is licensed in 31 states including Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, Virginia and West Virginia. Marcin also holds Series 66, SIE and Series 7 licenses. Marcin's previous experience includes working for Signator Investors, Inc. and as an Associate Professor at Providence College. Marcin is currently working for Osaic Wealth, Inc. and is also the owner of AMP Consulting Group.
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
RI
07/31/2019 - Present
Osaic Wealth, Inc. (WARWICK RI)
RI
07/01/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WARWICK RI)
BOTH
Issued 07/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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