Dorota Warchol

Employer firm

Virtus Wealth Solutions CRD 332536

$595M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1995 → 07/2020
  Metropolitan Life Insurance Company
  New York, NY
• 12/1995 → 07/2020
  Metlife Securities Inc.
  Ny, NY
• 03/2017 → 07/2020
  Mml Investors Services, Llc
  Iselin, NJ
• 07/2020 → 09/2024
  Commonwealth Financial Network
  Waltham, MA
• 07/2020 → Present
  Virtus Wealth Solutions
  Cranford, NJ

Previous Registrations

• 2020-07-28 → 2024-10-11
  Commonwealth Financial Network
  Cranford, NJ
  Staten Island, NY
• 2017-03-25 → 2020-07-28
  Mml Investors Services, Llc
  Iselin, NJ
• 2007-04-10 → 2017-03-25
  Msi Financial Services, Inc.
  Iselin, NJ
  Ny, NY

Other Businesses

1. Fixed insurance sales; Located at, as of 07/24/2020; 25% time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner of rental property located in Staten Island, NY, as of 11/01/2006; Less than 1% of time spent during business hours; Not conducted at branch location; Investment related. 3. Blue Parasol Home Care (Non-Profit), non investment related, Located at 5102 21st St Bldg B 2nd FL, Long Island City, NY 11101, board member, as of 05/11/2020, less than 1% time spent during business hours; Not conducted at branch location 4. PSC Community Services, Board Member, not investment related, Located at 5102 21st St 2nd floor, Long Island City, NY 11101, board member, as of 07/28/2020; 1% time spent during business hours; Not conducted at branch location

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-29
• S63 Uniform Securities Agent State Law Examination
  1996-09-06

Designations

• Chartered Financial Consultant

Other Names

• Dorota Warchol