Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Dinzik is a financial advisor with over 30 years of experience in the industry. Douglas is currently registered with Ameriprise Financial Services, LLC and is located in Palm Beach Gardens, Florida. Previously, Douglas worked with Oppenheimer & Co. Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Douglas is also registered with the Securities and Exchange Commission (SEC) and has a Series 7, Series 31, and Series 63 license. Douglas specializes in providing asset allocation, financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
06/02/2014 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
03/19/2007 - 09/04/2012
OPPENHEIMER & CO. INC. (PALM BEACH GARDENS FL)
FL
08/30/2002 - 03/28/2007
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
NY
09/10/1992 - 09/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Douglas Dinzik is the right advisor for you? Invested Better is here to help.
