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Przemyslaw Waszczeniuk

12 Years of Experience
Concord, NC
Broker

Przemyslaw Waszczeniuk is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Concord, NC, with 12 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

871 Church Street N, Fl 2, Concord, NC, 28025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Przemyslaw works for Pinnacle Financial Partners/Pinnacle Bank/Pinnacle Asset Management as a relationship manager and licensed bank advisor, spending about half of his time or more. He refers potential investment clients to RJFS advisors.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2020 - Present · 5 yrs 5 mos
Raymond James Financial Services, INC.Broker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2012 - July 2020 · 7 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
November 2012 - July 2020 · 7 yrs 8 mos
State Registrations1 state
NC
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.