Karolina Bednarska (CRD# 4863139) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in West Palm Beach, FL and has over 19 years of experience in the finance industry. Karolina Bednarska 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# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cibc National Trust Company | West Palm Beach, FL | Nov 2017 - Current | 6 |
| Atlantic Trust Company, N.a. | West Palm Beach, FL | Sep 2016 - Oct 2017 | 1 |
| J.p. Morgan Securities LLC | Palm Beach, FL | Oct 2012 - Jul 2016 | 3 |
| Jpmorgan Chase Bank Na | Palm Beach, FL | Oct 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- FL
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Total Assets Under Management57,309MILLIONS
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Total Number of Accounts29,445ACCOUNTS
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Average Account Value$1,946,291
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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