Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joanna? Claim Your ProfileJoanna Burzynska is a financial advisor with Fidelity Personal And Workplace Advisors. Joanna has been in the industry since 2011. Joanna is registered in several states including Massachusetts, Texas, California, and Connecticut. She is also a Registered Representative with FINRA. Joanna specializes in providing financial advice to individuals and families. She holds the Series 63, Series 7 and Series 65 securities licenses and the SIE exam. Joanna's primary focus is on helping clients reach their financial goals through a variety of investment strategies.
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.
1
2
MA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (FRAMINGHAM MA)
MA
06/19/2018 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CAMBRIDGE MA)
NY
09/06/2016 - 06/12/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
MA
09/30/2011 - 08/16/2016
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
IA
Issued 07/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Joanna Burzynska is the right advisor for you? Invested Better is here to help.
