Kevin Michael Piotrowicz

Current Employers

Employment History

• 07/2015 → 03/2018
  J.P. Morgan Securities Llc
  Philadelphia, PA
• 07/2015 → 03/2018
  Jp Morgan Chase Bank Na
  Philadelphia, PA
• 04/2018 → Present
  Legacy Advisors, Llc
  Plymouth Meeting, PA
• 04/2018 → Present
  M Holdings Securities, Inc.
  Portland, OR

Other Businesses

1) LEGACY ADVISORS, 401 PLYMOUTH ROAD, SUITE 150, PLYMOUTH, PA 19462; 4/2/2018; CLIENT ADVISOR; PROVIDE INVESTMENT AND FINANCIAL PLANNING ADVICE/SERVICES TO CLIENTS; INVEST RELATED; 100 HRS/MO, 100 HRS/MO DURING BUSINESS HOURS; WAGES, SALARY, TIPS. 2) M. Holdings Securities, Inc., Portland, OR; Investment-Related; Position: Registered Representative, Start: 4/2018; 40 hrs per week during trading hours; Securities Sales. 3) Independent, Portland, OR; Investment-Related; Position: Private Placement sales; 1 hr per week during trading hours. 4) Legacy Advisors; 5 Apollo Road Suite 100, Plymouth Meeting, PA 19462; Member Firm Affiliation; Investment Related; Client Advisor; Help clients determine their financial objectives and build a plan to achieve those objectives; 04/02/2018; 50 hours per month; 40 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-08
• S63 Uniform Securities Agent State Law Examination
  2015-09-23

Designations

Other Names

• Kevin Piotrowicz
• Kevin Michael Piotrowicz