Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teddy? Claim Your ProfileTeddy John Sznaj is an experienced financial professional with over 20 years in the industry. Teddy is a Registered Representative with Oneamerica Securities, Inc. and is currently licensed to provide securities and investment advisory services in the state of Connecticut. Prior to joining Oneamerica Securities, Teddy has worked with various financial institutions, including Prudential Investment Management Services LLC, Nationwide Securities, Inc., and Infinex Investments, Inc. Teddy has held several professional designations and has a strong track record of success in serving individuals and businesses in their financial 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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
IN
09/02/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CT
09/14/2011 - 04/01/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
01/11/2008 - 07/26/2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
01/17/2006 - 06/05/2006
NATIONWIDE SECURITIES, INC. (NEWINGTON CT)
CT
03/04/2003 - 12/15/2005
INFINEX INVESTMENTS, INC. (FARMINGTON CT)
NJ
07/01/2002 - 10/03/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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