Francis DziennikCRD Number: 5057299
Current Firm: Prudential Financial Planning Services
Francis Dziennik (CRD# 5057299) is an Investment Advisor Representative working at Prudential Financial Planning Services in York, PA and has over 15 years of experience in the finance industry.
Thrivent Investment Management Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|The Prudential Insurance Company Of America||York, PA||May 2018 - Current||3|
|Pruco Securities LLC||York, PA||May 2018 - Current||3|
|Not Employed||Manchester, PA||Mar 2018 - May 2018||< 1|
|Lpl Financial LLC||York, PA||Feb 2018 - Mar 2018||< 1|
|Members 1st Fcu||York, PA||Oct 2011 - Feb 2018||6|
|Invest Financial Corp||Tampa, FL||Oct 2011 - Feb 2018||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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