Unclaimed
Edward Grudowski is an investment advisor representative with Personal Financial Management, Inc. Edward has been in the industry since June 1997 and is registered with the state regulators in Illinois, Indiana and Texas. He is also a Certified Public Accountant and has been working as an accountant since June 1980. Edward's firm is a registered investment advisor that provides investment advisory services to both individuals and high-net-worth clients. Edward specializes in financial planning and portfolio management.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
1
2
IL
03/26/2024 - Present
Personal Financial Management, Inc. (ORLAND PARK IL)
IA
Issued 03/10/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Edward Grudowski is the right advisor for you? Invested Better is here to help.