John PtakCRD Number: 4364296
Current Firm: Gofen And Glossberg, LLC
John Ptak (CRD# 4364296) is an Investment Advisor Representative working at Gofen And Glossberg, LLC in Chicago, IL and has over 8 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Gofen And Glossberg LLC||Chicago, IL||Nov 2014 - Current||8|
|Harbor Light Securities, LLC||Tampa, FL||Mar 2014 - Current||8|
|Gentry Capital Advisors||Chicago, IL||Jun 2013 - Current||9|
|Gentry Securities LLC||Chicago, IL||Nov 2013 - Mar 2014||< 1|
|Honor Flight Chicago||Chicago, IL||Oct 2012 - Jun 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
Total Assets Under Management6,479MILLIONS
Total Number of Accounts3,573ACCOUNTS
Average Account Value$1,813,385
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, TN, TX, VA, WA, WI
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