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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Sokolowski is a financial advisor at RMR Wealth Builders, Inc. John is a registered representative of RMR Wealth Builders, Inc. John has been in the financial services industry for 15 years and has experience working with high-net-worth individuals, corporations, and charitable organizations. John also has experience in estate planning, education funding, and pension consulting. John can provide a wide range of financial services, including financial planning, portfolio management, and investment advice. John is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
Consulting engagement for specific purpose such as education funding, estate planning
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.
Insurance compensation
1
2
NJ
11/05/2024 - Present
RMR Wealth Builders, Inc. (MONTCLAIR NJ)
IN
05/28/2014 - 06/30/2016
UNIFIED FINANCIAL SECURITIES, LLC (INDIANAPOLIS IN)
NY
09/11/2006 - 01/13/2014
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
BOTH
Issued 06/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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