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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Jozefowski is an investment advisor representative with Transamerica Retirement Advisors, LLC, located in Seattle, WA. Scott has been in the financial industry since May 8, 1995. Scott Jozefowski is also a registered investment advisor representative in Washington. Scott Jozefowski previously worked at GWFS Equities, Inc. in Greenwood Village, CO, Transamerica Investors Securities Corporation in Harrison, NY, USAA Investment Management Company in San Antonio, TX, Charles Schwab & Co., Inc. in Westlake, TX, Horace Mann Investors Inc in Springfield, IL, Vanguard Marketing Corporation in Malvern, PA, First Investors Corporation in Edison, NJ, and T. Rowe Price Investment Services, Inc. in Baltimore, MD. Scott Jozefowski specializes in portfolio management for individuals and businesses, as well as pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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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WA
03/06/2018 - Present
Transamerica Retirement Advisors, LLC (Seattle WA)
CO
11/16/2017 - 03/05/2018
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NY
07/11/2005 - 11/06/2017
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
TX
09/01/2004 - 04/11/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
04/14/2004 - 06/07/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
04/02/2003 - 01/21/2004
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
PA
11/28/1994 - 02/06/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
NJ
03/10/1994 - 05/12/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
MD
05/17/1993 - 08/19/1993
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 04/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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