Unclaimed
Jonathan Zadrozny is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with Fidelity Brokerage Services LLC and has been with the firm since February 2021. Jonathan has held previous positions at National Financial Services LLC, Fidelity Distributors Company LLC, Eaton Vance Distributors, Inc., and Fidelity Investments Institutional Services Company, Inc. Jonathan is licensed to provide financial advice in all 50 states and holds several securities licenses, including Series 7, 6, 63, 65, and 24.
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.
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.
1
2
RI
02/10/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
02/12/2021 - 05/18/2022
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
RI
06/26/2012 - 05/18/2022
FIDELITY DISTRIBUTORS COMPANY LLC (SMITHFIELD RI)
MA
09/06/2001 - 06/06/2012
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
RI
05/25/2001 - 09/06/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 08/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Jonathan Zadrozny is the right advisor for you? Invested Better is here to help.