Unclaimed
John Adam Piotrowski is a financial advisor with over 18 years of experience in the industry. John is a Registered Representative and Investment Advisor Representative for Raymond James Financial Services Advisors, Inc. John is also a Certified Financial Planner™ professional. John has a wide range of experience in providing financial advice to individuals, families, businesses, and institutions. John is registered in 42 states and the District of Columbia. He is also registered with FINRA and the SEC.
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
FL
04/28/2023 - Present
Raymond James Financial Services Advisors, Inc. (Fort Lauderdale FL)
FL
06/20/2005 - 05/02/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Ft Lauderdale FL)
MN
06/20/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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