Magdalena Szarejko (CRD# 6332322) is an Investment Advisor Representative working at Commonwealth Financial Network in Farmington, CT and has over 2 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jan 2022 - Current | < 1 |
| Gottfried & Somberg Wealth Management, LLC | Glastonbury, CT | Jan 2022 - Current | < 1 |
| Clearguidance Financial | Farmington, CT | Oct 2019 - Jan 2022 | 2 |
| Farmington River Financial Group | Farmington, CT | Apr 2014 - Oct 2019 | 5 |
| Padgett Business Services | Farmington, CT | Jul 2015 - Aug 2015 | < 1 |
| State Of Connecticut Arts Education Department | Hartford, CT | Jun 2015 - Aug 2015 | < 1 |
| Bank Of America, Na | Southington, CT | Oct 2012 - Apr 2014 | 1 |
| Bank Of America, Na | Berlin, CT | Apr 2012 - Oct 2012 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- CT
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Total Assets Under Management161,853MILLIONS
-
Total Number of Accounts540,172ACCOUNTS
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Average Account Value$299,632
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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