Unclaimed
Thomas Dyszkiewicz is a financial professional with over 20 years of experience in the industry. Thomas is currently registered with Stifel, Nicolaus & Company, Inc. in the Bethesda, MD office. Prior to joining Stifel, Nicolaus & Company, Inc., Thomas was with TENEO SECURITIES LLC, BA SECURITIES, LLC, LAZARD FRERES & CO. LLC, MACQUARIE CAPITAL (USA) INC., MORGAN STANLEY & CO. INCORPORATED, JEFFERIES & COMPANY, INC. and QUARTERDECK INVESTMENT PARTNERS, LLC. Thomas holds the Series 63, Series 24, Series 79TO, SIE, and Series 7 licenses. Thomas specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Pension Consulting, and Educational Seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
07/24/2019 - Present
Stifel, Nicolaus & Company, Inc. (BETHESDA MD)
MD
03/01/2016 - 07/15/2019
TENEO SECURITIES LLC (Maple Lawn MD)
PA
04/21/2014 - 02/17/2016
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
NY
08/20/2009 - 04/09/2014
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
10/22/2008 - 04/17/2009
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
07/27/2006 - 08/08/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
02/05/2004 - 07/10/2006
JEFFERIES & COMPANY, INC. (NEW YORK NY)
CA
04/26/2001 - 04/16/2004
QUARTERDECK INVESTMENT PARTNERS, LLC (LOS ANGELES CA)
BC
Issued 05/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Thomas Dyszkiewicz is the right advisor for you? Invested Better is here to help.