Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Konrad? Claim Your ProfileKonrad Karwowski is a financial advisor currently registered with Mercer Global Advisors Inc. in California. Konrad has over 15 years of experience in the financial industry and holds a Series 7, Series 66, and SIE license. Konrad holds the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) designations. Konrad has previously been employed by E*TRADE Securities LLC, Triad Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Diversified Investors Securities Corp., MetLife Securities Inc., ING Financial Partners, Inc., Invest Financial Corporation, Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Konrad specializes in providing financial planning, portfolio management, trust services, estate planning, tax return preparation, and consultation services to individuals, families, 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.
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.
Trust services, estate planning, tax return preparation, consultation
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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CA
08/26/2024 - Present
Mercer Global Advisors Inc. (Huntington Beach CA)
CA
09/12/2018 - 08/20/2019
E*TRADE SECURITIES LLC (COSTA MESA CA)
FL
10/22/2013 - 08/21/2017
TRIAD ADVISORS, INC. (JACKSONVILLE FL)
FL
11/04/2010 - 12/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
06/14/2010 - 10/14/2010
DIVERSIFIED INVESTORS SECURITIES CORP. (ST. PETERSBURG FL)
FL
02/28/2008 - 04/23/2009
METLIFE SECURITIES INC. (TAMPA FL)
FL
01/10/2008 - 02/07/2008
ING FINANCIAL PARTNERS, INC. (TAMPA FL)
FL
08/29/2007 - 11/16/2007
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
01/01/2006 - 08/15/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
IN
01/01/2006 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 02/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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