Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Przemyslaw? Claim Your ProfilePrzemyslaw Waszczeniuk is a financial advisor with over 8 years of experience in the financial services industry. Przemyslaw is currently registered with Raymond James Financial Services Advisors, Inc. and is located in Charlotte, North Carolina. Przemyslaw holds Series 6, 7, 63, and 65 licenses. Przemyslaw has worked in the financial services industry for a number of years at various firms including Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Prior to that, Przemyslaw worked at Wells Fargo Bank NA. Przemyslaw specializes in offering financial planning, portfolio management, and pension consulting services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
12/22/2020 - Present
Raymond James Financial Services Advisors, Inc. (Charlotte NC)
NC
11/05/2012 - 07/22/2020
WELLS FARGO CLEARING SERVICES, LLC (CONCORD NC)
IA
Issued 12/08/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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