Unclaimed
Brian Krawiec is an active investment advisor representative and registered representative. Brian has been in the securities industry since December 12, 2007. Brian is currently registered with Raymond James Financial Services Advisors, Inc. in Maryland and Texas. Brian also has a securities license in 23 other states. Brian has held previous positions with WIKE FINANCIAL, LLC and Potomac Financial Group. Brian holds the Series 7 and Series 66 licenses. Brian works with individual clients, as well as businesses, insurance companies, pension and profit sharing plans, charitable organizations, corporations, high net worth individuals and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
12/10/2019 - Present
Raymond James Financial Services Advisors, Inc. (CALVERTON MD)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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