Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Jarzyna is a financial advisor at Fidelity Personal And Workplace Advisors with over 20 years of experience in the industry. Randy has a broad range of experience in the financial services industry and holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 63, and 65, as well as the SIE exam. Randy is also a Certified Financial Planner. Randy's previous roles include positions at TD Waterhouse Investor Services, Inc., Charles Schwab & Co., Inc., Liberty Securities Corporation and RBC Dain Rauscher Inc. Randy is registered in 25 states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Texas, and Texas. Randy specializes in providing financial planning, investment management, and educational seminars for individuals, businesses, and charitable organizations.
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.
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2
NJ
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (MANALAPAN NJ)
NY
05/10/2005 - 04/19/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NE
08/02/2004 - 05/02/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
10/21/1998 - 07/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/14/1998 - 10/19/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
TX
05/19/1997 - 05/28/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NC
07/19/1996 - 05/27/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 08/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/22/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/19/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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