Unclaimed
Darryl Visocky is an investment advisor representative at LPL Financial LLC with a focus on providing financial planning services. Darryl has been in the industry since 1987 and has a broad range of experience, including working at The O.N. Equity Sales Company and MetLife Securities Inc. He is also registered as an investment advisor in Ohio. Darryl has a deep understanding of the investment landscape and can assist clients with a variety of financial needs, such as retirement planning, college savings, and estate planning.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
11/28/2023 - Present
LPL Financial LLC (WESTLAKE OH)
OH
12/06/2001 - 11/27/2023
THE O.N. EQUITY SALES COMPANY (WESTLAKE OH)
MA
06/16/1987 - 12/06/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/16/1987 - 12/06/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/29/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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