Alex
Zwolak
Fsc Securities Corporation
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About this Advisor
Alex Zwolak is a financial advisor based out of Odessa, Florida with 2 years of relevant experience. Zwolak works at Fsc Securities Corporation. Their career trajectory has included roles at Valic Financial Advisors, Kforce and Gardner, Bist, Wiener, P.A. Zwolak holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida. Fsc Securities Corporation is a financial advisory company that has its headquarters in Atlanta, GA. The firm has offices in 334 locations and a total of 2,174 employees. It handles $12 billion in assets among its 52,792 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 94 charities and foundations. Of its 52,792 customer accounts, just 14% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is offered. However, fee types charged by Fsc Securities Corporation likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fsc Securities Corporation Brokerage Details
$11,745,651,239
2,174
52,792
$222,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alex Zwolak Work History
Alex has been registered as a financial advisor for 2 years.*
Valic Financial Advisors
Kforce
Gardner, Bist, Wiener, P.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alex Zwolak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fsc Securities Corporation
Lubbock, TX
Thousand Oaks, CA
Oklahoma City, OK
Atlanta, GA
Northampton, MA
Grove City, OH
Traverse City, MI
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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