Paul Kaczmarczyk, financial advisor Arlington Heights IL
93 score

Paul Kaczmarczyk

CRD Number: 5384888
Current Firm: World Equity Group, Inc.

Paul Kaczmarczyk (CRD# 5384888) is an Investment Advisor Representative working at World Equity Group, Inc. in Arlington Heights, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
World Equity Group South Barrington, IL Aug 2010 - Current 6
Uhlmann Price Securities Chicago, IL Jul 2007 - Jul 2010 3
Unemployed Chicago, IL May 2007 - Jul 2007 < 1
Belgravia Group Schaumburg, IL Feb 2007 - Apr 2007 < 1
Unemployed Chicago, IL Sep 2006 - Feb 2007 < 1
Pulte Homes Corp Schaumburg, IL Jun 1999 - Sep 2006 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Paul P. Kaczmarczyk
Phone Number: 847-342-1700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    491
    MILLIONS
  • Total Number of Accounts
    2,400
    ACCOUNTS
  • Average Account Value
    $204,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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