Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wojciech? Claim Your ProfileWojciech Tomasz Polowy is an active Registered Representative and Investment Advisor Representative. Wojciech has been in the industry since August 14, 2012, and is currently registered with Independent Financial Group, LLC. Wojciech is located in New Britain, CT. Wojciech is also a registered Investment Advisor Representative in Texas. Prior to his current role, Wojciech was also registered with LPL FINANCIAL LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Wojciech offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit sharing plans.
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.
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.
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
CT
07/27/2020 - Present
Independent Financial Group, LLC (New Britain CT)
CT
01/28/2013 - 03/21/2014
LPL FINANCIAL LLC (HARTFORD CT)
MN
01/23/2003 - 07/08/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/23/2003 - 07/08/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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