Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dorota? Claim Your ProfileDorota Warchol is a financial advisor with Virtus Wealth Solutions in Cranford, NJ. Dorota has been in the financial services industry since 1996 and holds several licenses and certifications including Series 6, 7, 63, and 65 licenses. Dorota is a Chartered Financial Consultant. Dorota specializes in providing financial planning and portfolio management services to individuals and businesses. Dorota also offers a range of other services including pension consulting. Dorota has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/10/2024 - Present
Virtus Wealth Solutions (CRANFORD NJ)
NJ
03/25/2017 - 07/28/2020
MML INVESTORS SERVICES, LLC (Iselin NJ)
NJ
08/30/1996 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NJ
08/30/1996 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CRANFORD NJ)
IA
Issued 03/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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