Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn T. Szymanski is a financial advisor with over 2 years of experience in the financial services industry. John T. Szymanski is currently registered with T. Rowe Price Advisory Services, Inc. and holds licenses in 53 states. Previously, John T. Szymanski has been affiliated with TRUIST INVESTMENT SERVICES, INC. and EQUITABLE ADVISORS, LLC. John T. Szymanski has a Series 7TO and a Series 66 license. John T. Szymanski specializes in providing financial planning services and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
MD
06/05/2024 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
MD
09/26/2022 - 04/30/2024
TRUIST INVESTMENT SERVICES, INC. (HUNT VALLEY MD)
MD
01/20/2022 - 08/11/2022
EQUITABLE ADVISORS, LLC (COLUMBIA MD)
BOTH
Issued 04/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure John Szymanski is the right advisor for you? Invested Better is here to help.
