Unclaimed
Daniel Dinkins is a financial advisor at Transamerica Financial Advisors, Inc. with over 25 years of experience in the financial services industry. Daniel has experience with a wide range of clients including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and section 529 and UGMA/UTMA's. Daniel holds Series 6, 7, 24, 26, 52, 53, 63, and 66 licenses. Daniel also has a background in municipal securities and variable contracts. Prior to joining Transamerica, Daniel worked at SUNTRUST INVESTMENT SERVICES, INC., CAMBRIDGE INVESTMENT RESEARCH, INC., FSC SECURITIES CORPORATION, MBSC, LLC, and DREYFUS SERVICE CORPORATION.
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.
Helps you choose top advisors aligned with your financial goals.
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
IA
12/11/2023 - Present
Transamerica Financial Advisors, Inc. (Cedar Rapids IA)
GA
03/06/2015 - 10/20/2016
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
09/17/2008 - 12/01/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORCROSS GA)
GA
09/10/2004 - 06/25/2008
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
09/10/2003 - 09/09/2004
MBSC, LLC (NEW YORK NY)
NY
10/15/1996 - 09/09/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 12/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2012
Series 4 - Registered Options Principal Examination
BC
Issued 02/04/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/02/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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