Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Monica Czyz is a financial advisor at TD Private Client Wealth LLC. Margaret has been in the financial services industry since 2003 and is registered with the state of Connecticut. Margaret is committed to providing comprehensive financial planning and investment advice to her clients. She specializes in working with high-net-worth individuals, corporations, and retirement plans. Margaret has a wide range of experience in the financial services industry. Prior to joining TD Private Client Wealth LLC, she worked at TD Ameritrade, Inc., Prudential Investment Management Services LLC, and Phoenix Equity Planning Corporation. Margaret is a dedicated and experienced advisor who is committed to helping her clients achieve their financial goals.
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.
1
2
CT
03/16/2023 - Present
TD Private Client Wealth LLC (HARTFORD CT)
CT
05/31/2012 - 01/11/2021
TD AMERITRADE, INC. (WEST HARTFORD CT)
CT
09/09/2008 - 07/29/2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
03/17/2005 - 08/15/2008
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
FL
03/16/2004 - 02/28/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
KS
09/15/2003 - 12/03/2003
CU INVESTMENT SOLUTIONS, INC. (OVERLAND PARK KS)
CA
07/09/2002 - 08/25/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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