Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Ciecwierz is an investment advisor representative at LPL Financial LLC. Paul has been working in the financial services industry since July 18, 1991. Paul holds several licenses and certifications including the Series 7, Series 63, Series 24, and SIE exams. Paul has experience with a variety of financial services including financial planning, pension consulting, and portfolio management. Previous firms where Paul worked include Wells Fargo Advisors, LLC, Royal Alliance Associates, Inc., Retirement Investment Group, Hamilton Investments, Inc., Citicorp Investment Services, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
04/15/2010 - Present
LPL Financial LLC (COCKEYSVILLE MD)
MD
04/01/2003 - 04/12/2010
WELLS FARGO ADVISORS, LLC (TIMONIUM MD)
AZ
01/02/1996 - 03/21/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
05/19/1995 - 12/31/1995
RETIREMENT INVESTMENT GROUP (HOUSTON TX)
NA
05/03/1993 - 10/05/1994
HAMILTON INVESTMENTS, INC.
NY
09/28/1992 - 05/04/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
09/20/1990 - 07/23/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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