Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kakolewski is an investment advisor representative registered with City National Rochdale in NEW YORK, NY. John has been in the financial industry since 2007. John has a series 7, 63 and 66 license and is also a Chartered Financial Analyst (CFA). John has experience providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. John specializes in portfolio management, financial planning and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
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
NY
10/29/2018 - Present
City National Rochdale (NEW YORK NY)
BC
Issued 12/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Kakolewski is the right advisor for you? Invested Better is here to help.
