Unclaimed
Katarzyna Dydynska is a financial professional with over 15 years of experience in the financial services industry. Katarzyna is currently a Registered Representative with LPL Financial LLC. Prior to joining LPL, Katarzyna held positions at CUNA Brokerage Services, Inc., SAGEPOINT FINANCIAL, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/18/2022 - Present
LPL Financial LLC (TAMPA FL)
FL
04/26/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
FL
05/11/2015 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (TAMPA BAY FL)
FL
01/13/2014 - 04/08/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
05/04/2007 - 09/10/2013
METLIFE SECURITIES INC. (TAMPA FL)
FL
05/04/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)
BC
Issued 11/12/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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