Ted Ciolkosz
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Profil
Mr. Ted Ciolkosz is an Associate & Registered Principal at Investment Advisory Group LLC.
He first gained experience in the brokerage industry through an extensive career at Fidelity Investments.
After Fidelity, he "through-hiked" all 2,168 miles of the Appalachian Trail before beginning work as a financial planner with Metlife Securities.
He also specializes in Federal Government retirement programs and benefits.
Mr. Ciolkosz holds a CLTC (Certified in Long Term Care) professional designation, is a registered principal and received a Bachelor of Arts degree from Providence College.
Mr. Ciolkosz holds the following designations and registrations: CLTC (Certified in Long Term Care Insurance), Series 6, Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 51 (Municipal Fund Securities Principal), Series 63 (NASAA Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law) and the Massachusetts Individual Insurance Broker's License.
Anciens postes connus de Ted Ciolkosz
Sociétés | Poste | Fin |
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MSI Financial Services, Inc.
MSI Financial Services, Inc. Investment ManagersFinance Founded in 1984, MetLife Securities, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of MetLife, Inc. (NYSE: MET). | Corporate Officer/Principal | - |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Corporate Officer/Principal | - |
Formation de Ted Ciolkosz
Providence College | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 2 |
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Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
MSI Financial Services, Inc.
MSI Financial Services, Inc. Investment ManagersFinance Founded in 1984, MetLife Securities, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of MetLife, Inc. (NYSE: MET). | Finance |