Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrycja? Claim Your ProfilePatrycja Skierski is a financial advisor at Fidelity Personal And Workplace Advisors. Patrycja has over 7 years of experience in the financial services industry. She has a Series 7, Series 66, and SIE license. Patrycja specializes in providing financial planning, portfolio management, and educational seminars. She has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Fidelity Investments. Patrycja's firm, Fidelity Personal And Workplace Advisors, has over $818 billion in assets under management. They offer financial planning, portfolio management, and educational seminars. Patrycja is registered to provide investment advice in all 50 states and the District of Columbia.
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
FL
06/20/2023 - Present
Fidelity Personal AND Workplace Advisors (INDIAN HARBOUR BEACH FL)
FL
11/21/2017 - 12/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLEDGE FL)
BOTH
Issued 03/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Patrycja Skierski is the right advisor for you? Invested Better is here to help.
