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John Petrofsky is an investment advisor representative with FBB Capital Partners. John Petrofsky is a Chartered Financial Analyst and is registered with the states of Maryland, Texas and Virginia. John Petrofsky has been in the industry since July 2014. John Petrofsky specializes in financial planning, portfolio management for individuals and businesses. John Petrofsky has a total of 10 clients, representing approximately 1.87 billion dollars in assets under 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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MD
10/31/2017 - Present
FBB Capital Partners (BETHESDA MD)
IA
Issued 02/20/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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