Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dazzo is a Registered Representative with TD Private Client Wealth LLC, a firm with over 300 employees and approximately $1 billion to $10 billion in assets under management. Jeffrey provides a range of advisory services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Jeffrey has been in the financial services industry for over 20 years and has successfully completed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination and the Uniform Combined State Law Examination.
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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NY
10/17/2024 - Present
TD Private Client Wealth LLC (Melville NY)
Active
Inactive
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