Dino QuerzeCRD Number: 4518622
Current Firm: Sagepoint Financial, Inc.
Dino Querze (CRD# 4518622) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Stamford, CT and has over 15 years of experience in the finance industry.
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
Karagosian Financial Services, Inc.
|Sagepoint Financial, Inc.||Stamford, CT||Jan 2009 - Current||9|
|Aig Financial Advisors, Inc.||Stamford, CT||Mar 2007 - Jan 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S65||NASAA Investment Advisors Law Examination||Apr 2002|
Total Assets Under Management5,165MILLIONS
Total Number of Accounts25,703ACCOUNTS
Average Account Value$200,939
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops