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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thaddeus? Claim Your ProfileThaddeus Ostrowski is an investment advisor representative with Fidelity Personal And Workplace Advisors. Thaddeus has been in the industry since December 2011. He has both Series 63 and 66 state licenses. Thaddeus holds the following FINRA licenses: Series 6, Series 7, Series 9, Series 10, and the SIE. His registrations are active in California, Massachusetts, Texas and Utah. He has been associated with Fidelity Personal And Workplace Advisors since July 2018. Prior to that, Thaddeus was an investment advisor representative for First Investors Corporation.
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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CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (RANCHO CUCAMONGA CA)
IL
07/26/2007 - 11/07/2007
FIRST INVESTORS CORPORATION (LOMBARD IL)
BOTH
Issued 06/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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