Kamil
Polkowski
Sandy Morris Financial & Estate Planning Services, LLC
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About this Advisor
Kamil Polkowski is a financial advisor based in Tampa, Florida, working with Sandy Morris Financial & Estate Planning Services, LLC. Kamil has previously held positions at Mml Investors Services, LLC, Mass Mutual Insurance Company, Full-Time Education, General Trucking Repair, Us Army, Baxter Rubber Company, Abrecrombie & Fitch, Student, Fisher Investments, and Sandy Morris Financial & Estate Planning Services, LLC. Kamil has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Kamil is part of Sandy Morris Financial & Estate Planning Services, LLC, which operates out of Tampa, Florida. The firm has 6 employees and manages assets totaling $137.6 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sandy Morris Financial & Estate Planning Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sandy Morris Financial & Estate Planning Services, LLC Brokerage Details
$137,599,857
6
864
$159,259
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kamil Polkowski Work History
Sandy Morris Financial & Estate Planning Services, LLC
Mml Investors Services, LLC
Mass Mutual Insurance Company
Fisher Investments
Full-Time Education
General Trucking Repair
Us Army
Baxter Rubber Company
Abrecrombie & Fitch
Student
Disclosures
Please visit the SEC profile of Kamil Polkowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sandy Morris Financial & Estate Planning Services, LLC
Bradenton, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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