Thomas
Kazalski
The Ameriflex Group
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About this Advisor
Thomas Kazalski is a financial advisor based in Bradenton, Florida, working with The Ameriflex Group. Thomas has previously held positions at Nyc Dot Staten Island Ferry, New York Presbyterian, Stevens Institue Of Technology, Osaic, and The Ameriflex Group. Thomas has passed the Series 66 regulatory exam and is registered to provide services in Florida and New Jersey. Currently, Thomas is part of The Ameriflex Group, which operates out of Bradenton, Florida. The firm has 110 offices and 166 employees. The Ameriflex Group manages assets totaling $9.4 billion and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$9,355,813,271
166
34,131
$274,115
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Kazalski Work History
Osaic
The Ameriflex Group
New York Presbyterian
Stevens Institue Of Technology
Nyc Dot Staten Island Ferry
Disclosures
Please visit the SEC profile of Thomas Kazalski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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