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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Rachelski is a financial advisor currently registered with Fidelity Personal And Workplace Advisors in Paramus, New Jersey. Thomas has been in the financial services industry since December 2009. Prior to joining Fidelity, Thomas worked for PNC Investments and Fidelity Brokerage Services. Thomas holds a Series 63, Series 66, Series 7, Series 9, Series 10, and Series 24 licenses. Thomas is also a Certified Financial Planner (CFP).
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
NJ
07/14/2023 - Present
Fidelity Personal AND Workplace Advisors (PARAMUS NJ)
NJ
06/30/2017 - 12/06/2018
PNC INVESTMENTS (BRIDGEWATER NJ)
NJ
03/01/2013 - 05/23/2017
FIDELITY BROKERAGE SERVICES LLC (WAYNE NJ)
NJ
03/03/2008 - 03/13/2012
UBS FINANCIAL SERVICES INC. (JERSEY CITY NJ)
NY
08/25/2006 - 02/05/2008
E1 ASSET MANAGEMENT, INC. (NEW YORK NY)
BC
Issued 06/30/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/22/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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