Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick J Dulzer is an investment advisor representative at W&S Brokerage Services, Inc. Patrick has been in the financial services industry since 2009. Patrick is registered with the state of Ohio and several other states. Patrick has a Series 6, 7, 63 and 65 license and is a registered representative with FINRA.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/05/2019 - Present
W&S Brokerage Services, Inc. (Willoughby OH)
OH
07/08/2008 - 12/11/2008
W&S BROKERAGE SERVICES, INC. (CINCINNATI OH)
IA
Issued 05/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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