Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dinitia? Claim Your ProfileDinitia Yvonne Cazy is a registered representative with Blacktower Financial Management (us) LLC. Dinitia is a securities agent who is currently licensed in Indiana. Dinitia's experience includes roles at various financial institutions such as Creative Planning Strategies, National Planning Corporation, Bank of America Merrill, Fifth Third Securities, Exemplar Wealth Advisors LLC, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Fennel Financials LLC, D. Cazy Compliance Solutions, FS VECTOR and Mars Solutions Group. Dinitia also has experience as an Independent Contractor at Fennel (CRD #316281).
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.
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 retirement plan assets
1
2
FL
09/23/2024 - Present
Blacktower Financial Management (us) LLC (ORLANDO FL)
Active
Inactive
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