Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Danglidis is an Investment Advisor Representative at Capital A Wealth Management, LLC. Patrick is licensed in Pennsylvania and is registered with the state. Patrick has over 10 years of experience in the financial services industry. Patrick specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Patrick is also a licensed insurance agent and works for Capital A Insurance, LLC. Patrick has a Series 65 license, which permits him to provide investment advice.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
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PA
11/22/2023 - Present
Capital A Wealth Management (NEW CASTLE PA)
IA
Issued 12/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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