Unclaimed
Gloria G. Bartolotta is an Investment Advisor Representative at Darwin Wealth Management, LLC. Gloria has been in the financial services industry since 2006. Gloria holds a Series 65 license. Gloria is registered with the state of Florida. Gloria has been with Darwin Wealth Management since 2021. Gloria is also a fixed insurance agent and has been in this role since 2019. Gloria specializes in providing financial planning and investment advisory services to individuals and high-net-worth individuals. Gloria is committed to providing her clients with personalized and professional financial guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
07/24/2024 - Present
Darwin Wealth Management (TAMPA FL)
IA
Issued 05/22/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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