Unclaimed
Patrick Joseph Dinuzzo is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered as an Investment Advisor Representative with Dinuzzo Private Wealth, Inc., a firm based in Beaver, PA. Patrick has a strong background in financial planning, portfolio management, and pension consulting. He has held various licenses and registrations throughout his career, including Series 63, 65, 2, 22, and 39. Patrick is also a Personal Financial Specialist, demonstrating his commitment to providing comprehensive financial advice. Patrick specializes in providing financial services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
1
2
PA
06/15/1998 - Present
Dinuzzo Private Wealth, Inc. (BEAVER PA)
NA
02/22/1993 - 02/15/1994
PERR REALTY INVESTORS, INC.
IA
Issued 10/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1993
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/04/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 02/18/1993
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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