Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tomasz? Claim Your ProfileTomasz Muczynski is a financial advisor at Charles Schwab & Co., Inc. with over 11 years of experience in the financial services industry. Tomasz has a Series 7 and Series 63 license and holds a Certified Financial Planner designation. Tomasz has worked for several firms including Fidelity Brokerage Services LLC and Chase Investment Services Corp., and also has experience as President of Millennial Marble Corp. Prior to joining Charles Schwab, Tomasz worked at Fidelity Personal and Workplace Advisors and Charles Schwab Bank.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
03/23/2021 - Present
Charles Schwab & CO., Inc. (New York City NY)
NY
12/02/2011 - 08/30/2018
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
06/01/2010 - 11/28/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/07/2009 - 03/23/2010
JOHN THOMAS FINANCIAL (NEW YORK NY)
IA
Issued 3/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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