Paul Surdakowski (CRD# 5017290) is an Investment Advisor Representative working at Nationwide Investment Advisors, LLC in Columbus, OH and has over 17 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Nationwide Investment Services Corporation | Columbus, OH | Jun 2021 - Current | 3 |
Unemployed | Phoenix, AZ | Nov 2020 - Jun 2021 | < 1 |
Transamerica Capital Inc. | Denver, CO | Jan 2020 - Nov 2020 | < 1 |
The Leaders Group, Inc. | Littleton, CO | May 2019 - Dec 2019 | < 1 |
Wealthvest Marketing | Bozeman, MT | Jul 2017 - Dec 2019 | 2 |
Purshe Kaplan Sterling Investments | Albany, NY | Jan 2016 - Jun 2017 | 1 |
Wealthplan Advisors | Scottsdale, AZ | Aug 2015 - May 2017 | 1 |
Global Atlantic Financial Company | Simsbury, CT | Jan 2014 - Jul 2015 | 1 |
Forethought Distributors, LLC | Simsbury, CT | May 2013 - Jul 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
S65 | NASAA Investment Advisors Law Examination | Sep 2015 |
- OH
-
Total Assets Under Management14,333MILLIONS
-
Total Number of Accounts273,511ACCOUNTS
-
Average Account Value$52,404
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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