Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Pietrzak is a registered investment advisor representative with Fidelity Personal And Workplace Advisors, with over 5 years of experience in the financial services industry. Barbara has a strong background in financial planning, portfolio management, and investment advisory services. She is dedicated to helping individuals and families reach their financial goals. Prior to joining Fidelity Personal And Workplace Advisors, Barbara worked as a financial advisor at Janney Montgomery Scott LLC and Mutual Securities, Inc.. Barbara is a Series 66, Series 7, Series 9, and Series 10 licensed professional. She is committed to providing personalized and comprehensive financial advice to her clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NH
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
CT
10/01/2019 - 12/15/2020
MUTUAL SECURITIES, INC. (Hartford CT)
CT
05/04/2016 - 10/02/2019
JANNEY MONTGOMERY SCOTT LLC (WEST HARTFORD CT)
BOTH
Issued 05/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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