Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ratajczak is a financial advisor with Fidelity Personal and Workplace Advisors. Scott has been working in the financial services industry for over 14 years and has been registered with the SEC since 2005.
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
PA
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (WYNCOTE PA)
PA
04/28/2021 - 05/10/2022
CUNA BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
PA
01/30/2019 - 07/29/2020
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
NJ
12/26/2017 - 07/13/2018
SANTANDER SECURITIES LLC (Florham Park NJ)
NJ
11/02/2017 - 12/22/2017
AEGIS CAPITAL CORP. (MORRISTOWN NJ)
NJ
06/27/2016 - 10/26/2017
VALIC FINANCIAL ADVISORS, INC. (BERKELEY HEIGHTS NJ)
NJ
11/06/2014 - 03/11/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SADDLE BROOK NJ)
NJ
11/02/2012 - 04/09/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NJ
01/09/2012 - 10/12/2012
ALEXANDER CAPITAL, L.P. (RED BANK NJ)
NJ
08/14/2008 - 01/09/2012
GARDEN STATE SECURITIES, INC. (HACKENSACK NJ)
NJ
08/23/2007 - 08/18/2008
THE CONCORD EQUITY GROUP, LLC (SADDLE BROOK NJ)
NJ
10/24/2005 - 08/24/2007
J.P. TURNER & COMPANY, L.L.C. (SADDLEBROOK NJ)
BOTH
Issued 09/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2021
Series 99TO - Operations Professional Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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