Edward Sokolowski
Edward Sokolowski is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ludlow, MA, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
535 East St, Ludlow, MA, 01056
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2022Customer Dispute
January 2022Other Business ActivitiesSells Insurance
John sells group and individual health insurance plans and fixed insurance products, dedicating about 10-20% of his time to these activities. He is also a co-owner of Pioneer Valley Financial Group Inc. and East Street & Ray Street, LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Primevest Financial Services, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.