Alexander Wolodkiewicz (CRD# 6540808) is an Investment Advisor Representative working at Esi Financial Advisors in Beavercreek, OH and has over 7 years of experience in the finance industry. Alexander Wolodkiewicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2930449
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Equity Services Inc. | Montpelier, VT | Jul 2016 - Current | 7 |
National Life Group | Beavercreek, OH | Jul 2016 - Current | 7 |
Nationwide Investment Services Corporation | Dublin, OH | Aug 2015 - Jul 2016 | < 1 |
Pinnacle Financial Associates | Beavercreek, OH | May 2014 - Aug 2015 | 1 |
University Of Kentucky | Lexington, KY | Jan 2014 - May 2015 | 1 |
University Of Kentucky | Lexington, KY | May 2011 - May 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- OH
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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