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Anthony John Dzielski

Treasure Coast Financial Planning, Inc.

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About Anthony John Dzielski

Anthony John Dzielski is a financial advisor with Treasure Coast Financial Planning, Inc. Anthony has been in the financial industry for over 17 years and has worked at several firms before joining Treasure Coast Financial Planning, Inc. Anthony is licensed in Florida and Texas. Anthony also holds the Series 7 and Series 66 securities licenses and the Certified Financial Planner designation. Anthony specializes in providing financial planning services to individuals, businesses, and charitable organizations.

Firm Information

Anthony Dzielski is currently registered with Treasure Coast Financial Planning, Inc.. Treasure Coast Financial Planning, Inc. is a Vero Beach, FL-based firm with 2 investment adviser representatives. The firm manages $193,731,695 in regulatory assets for 625 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers financial planning, portfolio management, and educational seminars.
Treasure Coast Financial Planning, Inc.

545 BEACHLAND BLVD

VERO BEACH, FL 32963

$193.73M

Assets Under Management

20

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Tax return prep. fee-non advisory related business

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Anthony Dzielski’s Registration & Firm History

FL

12/17/2021 - Present

Treasure Coast Financial Planning, Inc. (VERO BEACH FL)

FL

06/11/2008 - 05/07/2013

LPL FINANCIAL LLC (VERO BEACH FL)

FL

07/13/2007 - 05/21/2008

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)

FL

12/08/2005 - 05/21/2007

AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 01/04/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony John Dzielski.
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