Joshua Markowski (CRD# 6549370) is an Investment Advisor Representative working at Markowski Investments in Tampa, FL and has over 8 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Financial Management LLC | Parsippany, NJ | Oct 2020 - Current | 3 |
| Westminster Financial Securities, Inc. | Dayton, OH | Sep 2016 - Current | 7 |
| Markowski Investments | Tampa, FL | May 2016 - Current | 7 |
| Unemployed | Placida, FL | May 2015 - May 2016 | 1 |
| Sarasota Christian School | Sarasota, FL | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- FL
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Total Assets Under Management325MILLIONS
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Total Number of Accounts1,534ACCOUNTS
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Average Account Value$211,874
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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