Joseph Harowski (CRD# 1015094) is an Investment Advisor Representative working at Smart Choice Financial Planning, Inc. in Saint John, IN and has over 25 years of experience in the finance industry. Joseph Harowski 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.
CRD# 4320235
Edward Jones
CRD# 1645288
Adamec Financial Group, Inc.
CRD# 6691750
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale, AZ | May 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2004 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
- IL
- IN
- TX
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts80ACCOUNTS
-
Average Account Value$937,500
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Other
IL, IN, TX
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