Scott
Ratajczak
Fidelity Personal And Workplace Advisors
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About this Advisor
Scott Ratajczak is a financial advisor based in Wyncote, Pennsylvania, working with Fidelity Personal And Workplace Advisors. Scott has previously held positions at Aflac, Ameriprise Financial, Inc, Valic Financial Advisors, Inc, Santander Investment Services, Inc, Nylife Securities, LLC, Aegis Capital Corp, Eagle Strategies, LLC, Thrive Capital Management, LLC, Cuna Brokerage Services, American Heritage Fcu, Fidelity Investments, and Cornerstone Planning Group, LLC. Scott has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Scott is part of Fidelity Personal And Workplace Advisors, which operates out of Wyncote, Pennsylvania. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Scott Ratajczak Work History
Fidelity Investments
Cuna Brokerage Services
American Heritage Fcu
Thrive Capital Management, LLC
Cornerstone Planning Group, LLC
Nylife Securities, LLC
Eagle Strategies, LLC
Santander Investment Services, Inc
Aegis Capital Corp
Valic Financial Advisors, Inc
Ameriprise Financial, Inc
Aflac
Disclosures
Please visit the SEC profile of Scott Ratajczak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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