Connie Gorczyca (CRD# 6121958) is an Investment Advisor Representative working at Bny Mellon Securities Corporation in Newport Beach, CA and has over 11 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mbsc Securities Corporation | Boston, MA | Jan 2019 - Current | 5 |
| Bny Mellon | Newport Beach, CA | Aug 2018 - Current | 5 |
| Wells Fargo Clearing Services, LLC | Newport Beach, CA | Dec 2017 - Aug 2018 | < 1 |
| Unemployed | N/a, CO | Jun 2017 - Dec 2017 | < 1 |
| Morgan Stanley | Newport Beach, CA | Aug 2016 - Jun 2017 | < 1 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Jun 2016 - Jun 2017 | 1 |
| Morgan Stanley | Newport Beach, CA | May 2016 - Jun 2017 | 1 |
| Unemployed | N/a, CA | Feb 2016 - May 2016 | < 1 |
| Bank Of America, N.a. | Century City, CA | May 2013 - Feb 2016 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Century City, CA | Sep 2012 - Feb 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- CA
-
Total Assets Under Management6,124MILLIONS
-
Total Number of Accounts3,853ACCOUNTS
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Average Account Value$1,589,420
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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