Eleanore K. Szymanski
Professional summary
Eleanore Kulakowski Szymanski, CFP®, who also goes by Eleanore Kulakowskij Szymanski, Eleanore K Wooters, is a registered financial advisor currently at ACCESS WEALTH and THE FINANCIAL PLANNING ANSWERPLACE, LLC located in Princeton, New Jersey.
Eleanore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Eleanore has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eleanore Kulakowski Szymanski's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1985
Experience
July 29, 2008 - Present
ACCESS WEALTH
July 10, 2012 - Present
THE FINANCIAL PLANNING ANSWERPLACE, LLC
Office #1: 475 Wall Street, Princeton, NJ 08540February 20, 2009 - November 6, 2013
EKS ASSOCIATES, LLC
March 19, 2007 - March 31, 2008
EKS ASSOCIATES, LLC
November 19, 1989 - March 24, 1992
OSAIC WEALTH, INC.
July 23, 1986 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/29/2008)
(7/29/2008)
Exams
Current Firm
THE FINANCIAL PLANNING ANSWERPLACE, LLC
CRD#: 159932 / SEC#:
Contact information
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