Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dmitry? Claim Your ProfileDmitry Gurvich is a financial advisor with TD Private Client Wealth LLC in NEW YORK, NY. Dmitry has been in the industry since 2005. Dmitry is registered to provide investment advice in 11 states including California, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, Ohio and Utah. Dmitry has previously worked at HSBC SECURITIES (USA) INC., WELLS FARGO ADVISORS, LLC, CHASE INVESTMENT SERVICES CORP., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and WACHOVIA SECURITIES, LLC.
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
NY
05/30/2023 - Present
TD Private Client Wealth LLC (NEW YORK NY)
NY
08/31/2010 - 08/26/2013
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NJ
04/16/2007 - 08/13/2010
WELLS FARGO ADVISORS, LLC (PRINCETON NJ)
NY
08/18/2006 - 10/18/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
06/09/2006 - 07/25/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
12/09/2005 - 05/15/2006
WACHOVIA SECURITIES, LLC (PENNINGTON NJ)
NY
04/21/2004 - 06/04/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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