Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dino? Claim Your ProfileDino Querze is a financial advisor with over 20 years of experience in the industry. Dino has worked with several firms including OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, INC.. Dino is currently registered with LPL Financial LLC as a Registered Representative. Dino holds Series 6, 7, 63, and 65 licenses. Dino specializes in financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
12/11/2023 - Present
LPL Financial LLC (STAMFORD CT)
CT
09/01/2023 - 12/12/2023
OSAIC WEALTH, INC. (STAMFORD CT)
CT
03/30/2007 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (STAMFORD CT)
CT
02/09/2005 - 03/27/2007
AXA ADVISORS, LLC (HAMDEN CT)
NY
10/28/2003 - 01/06/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
04/03/2002 - 09/22/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/03/2002 - 09/22/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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