Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kielczewski is an investment advisor representative at The Westchester Group, LLC in Ottawa Hills, Ohio. William has been in the industry since 1999. William is currently registered with the state of Ohio. William previously worked at Fifth Third Securities, Inc. and The Huntington Investment Company in Toledo, Ohio. William has passed the Series 63, Series 7 and SIE exams.
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.
A percentage of the total value of assets under management is charged.
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OH
10/02/2018 - Present
THE Westchester Group, LLC (OTTAWA HILLS OH)
OH
01/15/2014 - 05/25/2017
THE HUNTINGTON INVESTMENT COMPANY (TOLEDO OH)
OH
11/04/1999 - 12/13/2013
FIFTH THIRD SECURITIES, INC. (TOLEDO OH)
BC
Issued 02/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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