Unclaimed
Krzysztof Kolba is a financial advisor at Private Advisor Group, LLC. Krzysztof has over 20 years of experience in the financial services industry and is a Certified Financial Planner. Krzysztof's practice focuses on providing financial planning and investment management services to individuals, families, and businesses. He is committed to helping his clients achieve their financial goals. Krzysztof is registered with the state of New York. Krzysztof has also worked for a number of other financial institutions, including Ameritas Investment Corp., Ameriprise Financial Services, Inc., and UBS PaineWebber Inc.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
06/01/2021 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
12/19/2011 - 05/26/2016
AMERITAS INVESTMENT CORP. (NEW YORK NY)
NY
10/10/2008 - 12/20/2011
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
10/31/2008 - 10/20/2011
SECURITIES AMERICA, INC. (NEW YORK NY)
NY
03/07/2001 - 10/15/2008
CHASE INVESTMENT SERVICES CORP. (REGO PARK NY)
NJ
02/07/2001 - 03/21/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
03/22/2000 - 01/19/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
08/01/1994 - 11/29/1999
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/01/1994 - 11/29/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Krzysztof Kolba is the right advisor for you? Invested Better is here to help.