Thomas PietrackCRD Number: 3144280
Current Firm: Coherent Financial Advisers, LLC
Thomas Pietrack (CRD# 3144280) is an Investment Advisor Representative working at Coherent Financial Advisers, LLC in Peoria, AZ and has over 18 years of experience in the finance industry. Thomas Pietrack 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Coherent Financial Advisers, LLC||Peoria, AZ||Dec 2015 - Current||1|
|Wealth Management International, Ltd.||Peoria, AZ||Apr 2014 - Current||3|
|Schwab Priviate Client Investment Advisory, Inc.||Phoenix, AZ||Jun 2013 - Mar 2014||< 1|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Mar 2007 - Mar 2014||7|
|Charles Schwab Bank||Phoenix, AZ||Dec 2009 - Jun 2013||3|
|New York Life Insurance Co||Scottsdale, AZ||Jul 2006 - Mar 2007||< 1|
|Nylife Securities||Scottsdale, AZ||Jul 2006 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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