Unclaimed
Nicholas Bednarczyk is an active financial advisor with over 20 years of experience in the financial industry. Nicholas is a Certified Financial Planner™ professional and holds licenses in multiple states. He is currently registered with Raymond James Financial Services Advisors, Inc. and is a branch officer with Quantas Financial Inc. Nicholas has held previous positions with LPL Financial Corporation, Wealth Enhancement Brokerage Services, LLC, SII Investments, Inc., Main Street Securities, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Nicholas specializes in providing financial planning, investment advice, and portfolio management services to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
01/22/2019 - Present
Raymond James Financial Services Advisors, Inc. (Coon Rapids MN)
MN
02/05/2007 - 02/11/2009
LPL FINANCIAL CORPORATION (OAKDALE MN)
MN
02/08/2007 - 01/08/2009
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
MN
04/02/2004 - 02/09/2007
SII INVESTMENTS, INC. (OAKDALE MN)
KS
10/29/2001 - 04/02/2004
MAIN STREET SECURITIES, LLC (HAYS KS)
MN
11/03/2000 - 10/25/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/03/2000 - 10/25/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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