Unclaimed
Dino Dziergas is a financial advisor with Foundations Investment Advisors LLC. Dino is registered with the state of Florida as an Investment Advisor Representative. Dino is licensed to offer securities and investment advisory services in the states of North Carolina and South Carolina.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
02/07/2025 - Present
Foundations Investment Advisors LLC (TAMPA FL)
NC
03/31/2022 - 01/31/2024
PRUCO SECURITIES, LLC. (Hendersonville NC)
NC
11/30/2020 - 04/06/2022
W&S BROKERAGE SERVICES, INC. (ASHEVILLE NC)
IA
Issued 07/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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