Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dario? Claim Your ProfileDario Polci is an investment advisor representative who has been in the financial industry since 2020. Dario currently works for TD Private Client Wealth LLC, a firm with over $1 billion - $10 billion in assets under management. Dario is registered with the state of New Jersey and is licensed to provide financial planning, pension consulting and portfolio management services. Dario is a member of FINRA and is a registered representative with Series 63, Series 65, Series 6TO and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
NJ
04/12/2023 - Present
TD Private Client Wealth LLC (Marlton NJ)
NY
12/01/2022 - 02/27/2023
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
NJ
07/07/2021 - 12/02/2022
EQUITABLE ADVISORS, LLC (WOODBRIDGE NJ)
NJ
06/02/2020 - 06/14/2021
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
IA
Issued 03/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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