linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David John Dionisi

Fidelity Brokerage Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David John Dionisi

David John Dionisi is a financial professional with over 20 years of experience in the industry. David is currently registered with Fidelity Brokerage Services LLC, a leading financial services company. Prior to joining Fidelity Brokerage Services LLC, David held positions at MetLife Securities Inc., Metropolitan Life Insurance Company, New England Securities, Pruco Securities Corporation, and The Prudential Insurance Company of America. David holds multiple licenses and certifications including Series 6, 63, 26, 65, SIE, and 99TO, and has a strong understanding of the financial markets.

Firm Information

David Dionisi is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Dionisi’s Registration & Firm History

NH

12/05/2020 - Present

Fidelity Brokerage Services LLC (MERRIMACK NH)

MA

01/11/2002 - 09/14/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/11/2002 - 09/14/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

08/30/1996 - 01/25/2000

NEW ENGLAND SECURITIES (NEW YORK NY)

NJ

03/03/1989 - 07/12/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

03/03/1989 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

Not sure if David John Dionisi is right for you?

Licenses & Designations

IA

Issued 01/15/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/02/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/05/2020

Series 99TO - Operations Professional Examination

BC

Issued 11/03/2020

SIE - Securities Industry Essentials Examination

BC

Issued 03/02/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David John Dionisi.
Not sure if David John Dionisi is right for you?