Unclaimed
Alex Dimartino is a financial advisor registered with Private Advisor Group, LLC and LPL Financial, LLC. Alex is based in Morristown, NJ, and has been in the financial services industry since 2021. Alex holds the Series 66, Series 7, and SIE licenses, and has experience in providing financial planning, portfolio management, and other advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
04/04/2023 - Present
Private Advisor Group, LLC (Bedminster NJ)
BOTH
Issued 08/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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