Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Potts is an Investment Advisor Representative with Dinuzzo Private Wealth, Inc., located in Beaver, Pennsylvania. Jacob has been in the financial services industry since 2015. Jacob specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jacob holds a Series 65 license and is a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
10/23/2020 - Present
Dinuzzo Private Wealth, Inc. (BEAVER PA)
IA
Issued 08/05/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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