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Emil B

Series 63

Endicott, NY

Ashton Thomas Securities, LLC

Emil Bielecki is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 63 designation and bringing 44 years of industry experience. He has been with Excel Securities & Associates, Inc. since 2009. Outside of his advisory role, Emil serves as a Town Clerk in the Town of Vestal. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment models and third-party managers tailored to client profiles.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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Matthew A

Series 63, Series 66

Endicott, NY

Ashton Thomas Securities, LLC

Matthew Adler is a financial advisor with Ashton Thomas Securities, LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked concurrently at Cheevers Hand & Angeline and Excel Securities & Associates, Inc. since 2009 and has been associated with John Hancock Mutual Life Insurance Co. since 1981. Adler also serves as president and insurance agent at Cheevers Hand & Angeline, focusing on non-variable insurance sales and service. Ashton Thomas Securities, LLC serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for around 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and utilizes a range of investment models and third-party sub-advisers tailored to client profiles.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
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