Emil
Bielecki
Excel Securities & Associates, Inc
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About this Advisor
Emil Bielecki is a financial advisor operating in Endicott, New York with 2 years of industry experience. Bielecki is an advisor for Excel Securities & Associates, Inc. They have been employed by Excel Securities & Associates, Inc for their whole career. Bielecki holds a Series 63 license, certifying them as a securities representative, and is registered to work in New York. Excel Securities & Associates, Inc is a registered investment company that has its headquarters in Rochester, NY. It has offices in three locations and a total of 24 advisors. It has $344 million in assets among its 2,721 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fee schedules usually are based on which services the firm provides the client. Fee types billed by Excel Securities & Associates, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Excel Securities & Associates, Inc Brokerage Details
$344,257,941
24
2,721
$126,519
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Emil Bielecki Work History
Emil has been registered as a financial advisor for 2 years.*
Excel Securities & Associates, Inc
*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 Emil Bielecki 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 Excel Securities & Associates,Inc
Rochester, NY
Endicott, NY
Rochester, NY
Rochester, NY
Endicott, NY
Endicott, NY
Amsterdam, NY
Rochester, NY
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