Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rory? Claim Your ProfileRory Taylor Piontkowski is a financial advisor with Fidelity Brokerage Services LLC. Rory has been in the financial services industry since June 3, 2008 and is registered with 53 states. Rory is also a registered principal with Fidelity Brokerage Services LLC. Prior to working at Fidelity Brokerage Services LLC, Rory worked at BANCWEST INVESTMENT SERVICES, INC. and Edward Jones.
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.
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.
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2
UT
03/25/2011 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
12/16/2008 - 02/15/2011
BANCWEST INVESTMENT SERVICES, INC. (LAYTON UT)
UT
12/21/2007 - 08/08/2008
EDWARD JONES (KAMAS UT)
BC
Issued 11/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/24/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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