Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Edward Kazmierczak is a financial advisor based in Buffalo, NY. He is currently registered with Sandhill Investment Management. Peter has been in the industry since 2017 and holds the Series 7, Series 66, and SIE exams. He has worked with AllianceBernstein Investments, Inc. and Cadaret, Grant & Co., Inc., in previous roles. Peter's specializations include investment management, insurance, and annuities.
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.
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.
Client optional additional bonus
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2
NY
08/07/2024 - Present
Sandhill Investment Management (BUFFALO NY)
TN
07/05/2018 - 04/12/2022
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NY
11/14/2017 - 06/11/2018
CADARET, GRANT & CO., INC. (WILLIAMSVILLE NY)
BOTH
Issued 12/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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