Unclaimed
Dante Grenci is a financial advisor with Stratos Wealth Partners, Ltd. Dante is registered to provide investment advice in Pennsylvania and is also registered as a Registered Representative. Dante has been in the industry for more than 3 years. Dante holds the Series 66, Series 7TO, and the SIE exams. Dante's office is located in Sewickley, Pennsylvania.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
PA
05/13/2021 - Present
Stratos Wealth Partners, Ltd. (Sewickley PA)
BOTH
Issued 05/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2021
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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