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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Richard Czechowski is a financial advisor at WNY Asset Management, LLC. Stephen has been a registered investment advisor in New York since December 2021. Stephen's experience includes working at CADARET, GRANT & CO., INC., EQ FINANCIAL CONSULTANTS, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Stephen holds Series 6, 63, and 65 licenses. Stephen has experience in financial planning, portfolio management, and educational seminars. Stephen is also involved in the Alden Substance Abuse Coalition and is an employee at KOTAS & KOTAS, CPA P.C..
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.
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.
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NY
12/02/2021 - Present
WNY Asset Management, LLC (WILLIAMSVILLE NY)
NY
06/24/1999 - 06/10/2013
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
11/20/1998 - 07/22/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
11/20/1998 - 07/22/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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