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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Dalesandro is an investment advisor representative with DWD Portfolio Solutions, Inc., a Registered Investment Advisor, and has been in the industry since December 4, 1997. Sam holds a Series 63 and 65 license, and has also passed the Series 7 and SIE exams. Sam is also a registered representative with FINRA. Sam works in the Pittsburgh, Pennsylvania area. The advisor's primary focus is providing financial planning, portfolio management for individuals and businesses, and pension consulting. Sam has over 25 years of experience in the financial services industry.
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
12/12/2017 - Present
DWD Portfolio Solutions, Inc. (PITTSBURGH PA)
PA
07/13/2007 - 12/31/2011
THE INVESTMENT CENTER, INC. (PITTSBURGH PA)
PA
12/16/2004 - 10/02/2007
WHARTON EQUITY CORPORATION (PITTSBURGH PA)
IA
03/12/2001 - 12/15/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
OH
08/01/2000 - 03/12/2001
PRIME SOLUTIONS SECURITIES, INC. (CLEVELAND OH)
DE
12/05/1997 - 08/01/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 12/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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