PS
PS

Paul Surdakowski

16 Years of Experience
Columbus, OH
Broker

Paul Surdakowski is a registered investment advisor, based in Columbus, OH, with 16 years of industry experience.

Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Nationwide Investment Services CorporationBroker
July 2021 - Present · 5 yrs
Nationwide Investment Advisors, LLC
July 2021 - Present · 5 yrs
Previous Registrations
Transamerica Capital, INC.Broker
January 2020 - October 2020 · 9 mos
Tlg Advisors, INC.
June 2019 - December 2019 · 6 mos
The Leaders Group, INC.Broker
May 2019 - December 2019 · 7 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2016 - June 2017 · 1 yr 5 mos
Wealthplan Advisors, LLC
September 2015 - June 2017 · 1 yr 9 mos
Forethought Distributors, LLCBroker
June 2013 - August 2015 · 2 yrs 2 mos
Mvp American SecuritiesBroker
January 2013 - February 2013 · 1 mo
Aei Securities, INC.Broker
September 2011 - September 2012 · 1 yr
Cole Capital CorporationBroker
May 2008 - August 2011 · 3 yrs 3 mos
Directed Services LLCBroker
February 2008 - May 2008 · 3 mos
Wells Fargo Investments, LLC
August 2007 - February 2008 · 6 mos
Wells Fargo Investments, LLCBroker
April 2007 - February 2008 · 10 mos
UBS Financial Services INC.Broker
August 2006 - May 2007 · 9 mos
Piper Jaffray & CO.Broker
September 2005 - August 2006 · 11 mos
State Registrations2 states
AZOH
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Paul Surdakowski - Financial Advisor | TrueAdvisor