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Patrick Joseph Dinuzzo

Dinuzzo Private Wealth, Inc.

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About Patrick Joseph Dinuzzo

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.

Firm Information

Patrick Dinuzzo is currently registered with Dinuzzo Private Wealth, Inc.. Dinuzzo Private Wealth, Inc. is an investment advisor registered with the SEC and located in Beaver, PA. The firm manages $946,475,627 in total assets, with $946,475,627 under discretionary management. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Dinuzzo Private Wealth, Inc.

1501 3RD ST.

BEAVER, PA 15009

$946.48M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Dinuzzo’s Registration & Firm History

PA

06/15/1998 - Present

Dinuzzo Private Wealth, Inc. (BEAVER PA)

NA

02/22/1993 - 02/15/1994

PERR REALTY INVESTORS, INC.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Joseph Dinuzzo.
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