Patrick Dulzer (CRD# 5557964) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Willoughby, OH and has over 8 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Western And Southern Life | Willoughby, OH | Apr 2016 - Current | 8 |
| W&s Brokerage Services | Cincinnati, OH | Feb 2010 - Current | 14 |
| Western Southern Life | Elyria, OH | Jun 2007 - Apr 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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- OH
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Total Assets Under Management123MILLIONS
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Total Number of Accounts451ACCOUNTS
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Average Account Value$272,427
- A percentage of assets under your management
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- Selection of other advisers (including private fund managers)
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