Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Zimbardi is a financial advisor who has been in the industry for over 20 years. Daryl is currently registered with LPL Financial LLC, which has a national presence. Daryl works with a range of clients, including individuals, families, and businesses. Daryl has a diverse background and has worked with several financial institutions. Daryl has held Series 7 and Series 63 licenses since 1995, and has held a Series 65 license since 2003. Daryl is committed to providing personalized financial advice to help clients achieve their goals.
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.
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2
NY
09/29/2021 - Present
LPL Financial LLC (PORT WASHINGTON NY)
NY
06/09/2021 - 08/24/2021
CETERA ADVISOR NETWORKS LLC (PORT WASHINGTON NY)
NY
07/16/2010 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (PORT WASHINGTON NY)
NY
03/05/2007 - 07/16/2010
NEXT FINANCIAL GROUP, INC. (PORT WASHINGTON NY)
NJ
10/24/2003 - 11/28/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
DE
01/13/2003 - 11/14/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
08/22/2002 - 12/31/2002
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MA
06/12/1998 - 12/07/2000
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
NY
04/26/1996 - 07/02/1996
FOSTER JEFFRIES CO., INC. (WESTBURY NY)
NY
11/16/1995 - 05/14/1996
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 11/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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