John K. Okorowski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Kenneth Okorowski was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 1980. John had worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 19, 2021 - October 23, 2025
ERICKSON WEALTH & TAX MANAGEMENT
October 18, 1999 - November 3, 2021
STRATEGIC FINANCIAL ADVISORS, INC.
October 30, 1987 - December 31, 1995
EQUITY ANALYSTS INC.
October 1, 1986 - October 7, 1987
TITAN/VALUE EQUITIES GROUP, INC.
August 25, 1986 - September 22, 1986
CARDELL & ASSOCIATES, INCORPORATED
January 2, 1985 - August 4, 1986
CARDELL & ASSOCIATES, INCORPORATED
October 30, 1980 - December 28, 1984
OSAIC FS, INC.
State Registrations and Notice Filings
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Exams
Series 1
Date: 10/20/1980
Registered Representative ExaminationCurrent Firm
ERICKSON WEALTH & TAX MANAGEMENT
CRD#: 127537 / SEC#:
Contact information
Red Flags
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