Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karolina? Claim Your ProfileKarolina Bednarska is a financial advisor at CIBC Private Wealth Advisors, Inc. Karolina has been in the industry for over 17 years. Before joining CIBC Private Wealth Advisors, Inc., Karolina was a financial advisor at J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Karolina has a Series 7, Series 66 and SIE license.
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.
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.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
10/25/2021 - Present
Cibc Private Wealth Advisors, Inc. (West Palm Beach FL)
FL
11/05/2012 - 08/03/2016
J.P. MORGAN SECURITIES LLC (PALM BEACH FL)
FL
03/03/2007 - 10/23/2012
WELLS FARGO ADVISORS, LLC (PALM BEACH GARDENS FL)
NY
01/01/2005 - 06/14/2006
AMERIPRISE FINANCIAL SERVICES, INC. (KEW GARDENS NY)
MN
01/01/2005 - 06/14/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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