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David Lee Piatkowski is a financial advisor professional located in Council Bluffs, IA. They specialize in financial advisory. With over 15 years of experience, they bring deep expertise to every client.
David Lee Piatkowski - Waverly Advisors, Llc holds an active professional license (FINRA CRD) for your protection.
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David Lee Piatkowski operates Waverly Advisors, LLC, a financial advisory firm based in Council Bluffs, Iowa. With 15 years of experience in the financial services industry, Piatkowski holds a FINRA CRD license (number 2768027), which governs his work in securities and investment advisory services. The firm serves clients seeking guidance on financial planning and investment matters in the Council Bluffs area.
A FINRA CRD (Central Registration Depository) license number indicates that David Lee Piatkowski is registered with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing broker-dealers and investment advisors. This registration means he is authorized to conduct securities transactions and provide investment advice, subject to FINRA rules and SEC oversight. The license requires ongoing compliance training and demonstrates that his activities are monitored by financial regulators to protect investors.