Paul Markiewicz (CRD# 6875629) is an Investment Advisor Representative working at Lpl Financial LLC in Palos Heights, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Old National Bank | Orland Park, IL | Feb 2022 - Current | 2 |
Lpl Financial LLC | Orland Park, IL | Dec 2019 - Current | 4 |
First Midwest Bank | Orland Park, IL | Dec 2019 - Feb 2022 | 2 |
Unemployed | Orland Park, IL | May 2019 - Nov 2019 | < 1 |
Bank Of America, N.a. | Philadelphia, PA | Apr 2018 - Apr 2019 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia, PA | Oct 2017 - Apr 2019 | 1 |
Team Enterprises | Fort Lauderdale, FL | Sep 2017 - Mar 2018 | < 1 |
2 Babes In Business | Laurel, MD | Sep 2017 - Mar 2018 | < 1 |
Unemployed | Philadelphia, PA | Aug 2017 - Sep 2017 | < 1 |
Whole Foods Market, Inc. | Austin, TX | Nov 2014 - Jul 2017 | 2 |
Anthem Organics, Inc. | Willow Springs, IL | Jan 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- IL
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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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