Unclaimed
Desi Julian Dimaio is a financial advisor with Alliance Wealth Management Group, LLC. Desi has been a registered representative since 2014. Prior to joining Alliance Wealth Management Group, LLC, Desi was a financial advisor at LPL FINANCIAL LLC, and Northwestern Mutual Investment Services, LLC. Desi provides financial advice to individuals and businesses.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
02/17/2023 - Present
Alliance Wealth Management Group, LLC (FLEMINGTON NJ)
NJ
10/30/2018 - 02/21/2023
LPL FINANCIAL LLC (FAIRFIELD NJ)
NJ
02/25/2015 - 02/14/2017
LPL FINANCIAL LLC (FAIRFIELD NJ)
NJ
10/29/2014 - 03/04/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
BOTH
Issued 12/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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