Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Steczkowski is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Robert has been in the industry since 2003. Robert has a wide range of experience and is licensed to conduct business in a number of states.
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
CT
03/13/2019 - Present
Fidelity Personal AND Workplace Advisors (TRUMBULL CT)
CT
09/07/2017 - 12/08/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HAMDEN CT)
NY
04/22/2016 - 08/30/2017
EF LEGACY SECURITIES, LLC (NEW YORK NY)
NY
09/20/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NEW YORK NY)
CT
01/14/2008 - 09/04/2013
FIDELITY BROKERAGE SERVICES LLC (STAMFORD CT)
CT
05/10/2007 - 12/17/2007
CHASE INVESTMENT SERVICES CORP. (FAIRFIELD CT)
CT
12/07/2005 - 05/09/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)
NY
06/22/2004 - 12/01/2005
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
05/07/2004 - 08/02/2004
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)
NJ
02/17/2004 - 03/18/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
NY
06/14/2000 - 09/06/2000
BARNARD JACOBS MELLET (USA) LLC (NEW YORK NY)
NY
05/28/1999 - 03/16/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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