Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rydzeski is a financial professional with over 30 years of experience in the securities industry. David currently works as a Registered Representative for Ascensus Investment Advisors, LLC, and has been registered with them since 2023. Prior to this, David was a Registered Representative for PNC INVESTMENTS and SCOTTRADE, INC. David has experience working with a variety of clients, including state or municipal government entities and pooled investment vehicles. David's specializations include portfolio management and pension consulting. David is licensed in District of Columbia, Maryland, Massachusetts and Virginia.
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.
Guidance on pension options to ensure a secure financial future.
Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans
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.
A percentage of the total value of assets under management is charged.
Percentage of program management fee and percentage of aua
1
2
MA
01/30/2023 - Present
Ascensus Investment Advisors, LLC (NEWTON MA)
DC
02/15/2017 - 04/28/2017
PNC INVESTMENTS (WASHINGTON DC)
VA
06/30/2014 - 01/06/2017
SCOTTRADE, INC. (VIENNA VA)
VA
05/11/2010 - 01/10/2014
NAVY FEDERAL BROKERAGE SERVICES, LLC (SPRINGFIELD VA)
IA
01/01/2008 - 08/19/2008
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
12/01/2006 - 04/13/2007
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
VA
06/10/2005 - 05/08/2006
FOLIOFN INVESTMENTS, INC. (VIENNA VA)
WI
11/20/2003 - 12/17/2004
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
CO
02/19/1999 - 12/31/2001
ALPS DISTRIBUTORS, INC. (DENVER CO)
OH
05/22/1997 - 01/28/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
CO
05/13/1996 - 01/22/1997
ALPS MUTUAL FUNDS SERVICES, INC. (DENVER CO)
MD
04/12/1995 - 11/13/1995
CALVERT DISTRIBUTORS, INC. (BETHESDA MD)
MD
09/03/1992 - 04/17/1995
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
02/09/1990 - 12/03/1992
SALOMON BROTHERS INC. (NEW YORK NY)
NY
11/04/1988 - 03/10/1989
INVESTORS CENTER, INC. (HAUPPAGUE NY)
NA
02/05/1987 - 06/19/1987
BREAN MURRAY, FOSTER SECURITIES, INC.
NA
04/26/1986 - 07/02/1986
BROWN & COMPANY SECURITIES CORPORATION
NA
12/13/1985 - 04/22/1986
BROOKS WEINGER ROBBINS & LEEDS INC.
NA
04/27/1985 - 12/23/1985
DOUGLAS STEWART INCORPORATED
NA
09/24/1984 - 04/26/1985
BLINDER, ROBINSON & CO.,INC.
NA
02/14/1984 - 10/05/1984
THE DREYFUS SERVICE CORPORATION
BOTH
Issued 04/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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