Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Czajka is a financial advisor with over 19 years of experience in the industry. Stephen has held various positions at prominent financial institutions, including Morgan Stanley & Co. Incorporated, MetLife Securities Inc., and BlackRock Investments, LLC. Stephen is currently registered with T. Rowe Price Associates, Inc. and holds Series 7, Series 24, and Series 66 licenses. Stephen's expertise includes portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Stephen is committed to providing clients with personalized financial advice and investment strategies tailored to their unique needs.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
09/09/2024 - Present
T. Rowe Price Associates, Inc. (Collingswood NJ)
NJ
11/12/2009 - 08/29/2024
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NY
06/22/2007 - 11/03/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NJ
02/11/2005 - 06/15/2007
METLIFE SECURITIES INC. (MARLTON NJ)
NJ
02/11/2005 - 06/15/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARLTON NJ)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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