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Dale P

Series 63, Series 65

Beachwood, OH

Stratos Wealth Partners, Ltd

Dale Puruczky is a financial advisor with Stratos Wealth Partners, Ltd in Beachwood, OH, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Stratos Wealth Partners since 2012 and was previously with LPL Financial, LLC and Raymond James & Associates. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and supports both bundled and unbundled fee arrangements across multiple custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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Jeffrey K

Series 63, Series 65

Beachwood, OH

Stratos Wealth Partners, Ltd

Jeffrey Kitzberger is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Stratos Wealth Partners since 2010 and has concurrent experience with LPL Financial and Home Life Insurance Company. Kitzberger serves as a board member for the Make It Happen 4 BMD Foundation, a nonprofit organization. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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