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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Gorecki is an active investment advisor representative with TD Private Client Wealth LLC. Douglas is registered with the state of Pennsylvania for both brokerage and investment advisory services, and the state of New Jersey for investment advisory services only. Douglas has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions. Douglas has 4 years of experience in the industry and holds Series 7TO, SIE, and 66 licenses, and is also registered with FINRA.
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
07/03/2024 - Present
TD Private Client Wealth LLC (Marlton NJ)
PA
04/17/2024 - 07/12/2024
PRUCO SECURITIES, LLC. (Warrington PA)
NJ
03/27/2023 - 04/15/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
NY
07/17/2020 - 02/28/2023
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 12/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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