Walter Szymakowski, financial advisor Saint Charles IL
71 score

Walter Szymakowski

CRD Number: 5409882
Current Firm: Pnc Investments

Walter Szymakowski (CRD# 5409882) is an Investment Advisor Representative working at Pnc Investments in Saint Charles, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA May 2017 - Current < 1
Hellobabyfgift.com Jett Marketing Goodyear, AZ Sep 2013 - May 2017 3
J.p. Morgan Securities LLC Laveen, AZ Oct 2012 - May 2017 4
Chase Investment Services Corp Buckeye, AZ Feb 2012 - Oct 2012 < 1
Bank Of America, Na Scottsdale, AZ Dec 2009 - Feb 2012 2
J Jett Marketing LLC Goodyear, AZ Feb 2009 - Dec 2010 1
Merrill Lynch Chandler, AZ Sep 2008 - Dec 2009 1
Ameriprise Financial Services Phoenix, AZ Aug 2007 - Aug 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Walter L. Szymakowski
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    14,009
    MILLIONS
  • Total Number of Accounts
    91,053
    ACCOUNTS
  • Average Account Value
    $153,857
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
71

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