John Piotrowski (CRD# 4942815) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lighthouse Point, FL and has over 18 years of experience in the finance industry. John Piotrowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leeward Jap LLC | Lighthouse Point, FL | Jul 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Lighthouse Point, FL | Apr 2023 - Current | 1 |
| The Leeward Financial Group, LLC | Lighthouse Point, FL | Apr 2023 - Current | 1 |
| The Leeward Group | Lighthouse Point, FL | Apr 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | Lighthouse Point, FL | Apr 2023 - Current | 1 |
| The Dock Experts | Lighthouse Point, FL | Apr 2018 - Current | 6 |
| Ameriprise Financial Services, LLC | Ft Lauderdale, FL | Sep 2005 - Apr 2023 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
- FL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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