How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

No. 1) Name of Business: Rental Property. Non-Investment related. Address: 1100 Live Oak Ct. Clearwater, FL 33756. Nature of Business: Residential Rental Property. Position/Title/Relationship: Owner. Start Date: 12/2015. Hours per month: Less than 1. Hours per month during Securities trading hours: Less than 1. Duties/Responsibilities: Renting out a previously owned property. No. 2) Name of Business: Financial World Investments Inc. Non-Investment related. Address: 300 S. Duncan Ave. Suite 287. Clearwater, FL 33755. Nature of Business: Subchapter S Corporation. Position/Title/Relationship: Officer. Start Date: 01/01/2001. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Corporation formed solely to process office and personal income from Calton. No. 3) Name of Business: TJ Clearwater Corporation. Non-Investment related. Address: 300 Leeward Is, Clearwater Fl 33767 United States. Nature of Business: File & Pay corp account, Monthly Florida Sales Tax. Position/Title/Relationship: Officer. Start Date: 01/01/1988. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Officer of a commercial rental property on Clearwater Beach.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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James Anthony Petkoson

Experience: 33 years / 5 firms

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