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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R.philip? Claim Your ProfileR.philip Petrowski is an active financial advisor with over 20 years of experience in the industry. R.philip Petrowski is a registered representative of Cambridge Investment Research Advisors, Inc. and is currently registered in Texas and Wisconsin. R.philip Petrowski also has a strong background in insurance. R.philip Petrowski has been active in the industry since 2000. R.philip Petrowski is a Certified Financial Planner and holds the Series 3, 7, 22, 24, 30, 31, 51, 63, and 65 licenses. R.philip Petrowski's experience and credentials demonstrate a commitment to providing clients with comprehensive financial advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
10/05/2011 - Present
Cambridge Investment Research Advisors, Inc. (Middleton WI)
WI
02/22/2005 - 03/16/2010
AMERIPRISE FINANCIAL SERVICES, INC. (MADISON WI)
MN
02/22/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IL
11/20/2002 - 06/16/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
04/24/2000 - 04/06/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/2000 - 04/06/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/30/2011
Series 30 - NFA Branch Manager Examination
BC
Issued 12/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2016
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/27/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/28/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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