Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Steczkowski is a financial advisor at Fidelity Personal And Workplace Advisors. Robert has been in the industry since 2003 and has held previous positions at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, EF LEGACY SECURITIES, LLC, SANDERS MORRIS HARRIS LLC, FIDELITY BROKERAGE SERVICES LLC, CHASE INVESTMENT SERVICES CORP., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, DAVID LERNER ASSOCIATES, INC., HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C., FIRST INVESTORS CORPORATION, BARNARD JACOBS MELLET (USA) LLC, and SALOMON SMITH BARNEY INC. Robert is registered to provide investment advice in 36 states and is also a registered representative in Connecticut, Texas. Robert is also a licensed insurance agent in Connecticut. Robert holds Series 7, Series 55, Series 63 and Series 65 licenses. Robert specializes in portfolio management for businesses and individuals, and also offers financial planning and educational seminars. Robert is a dedicated professional with a passion for helping clients achieve their financial goals.
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
MA
03/13/2019 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
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 6/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 5/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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