Unclaimed
Dimitrie Radinovic is a financial advisor who is registered with Rockefeller Financial LLC. Dimitrie has been in the financial industry since July 2023. Prior to joining Rockefeller Financial LLC, Dimitrie was employed at National Financial Services LLC. Dimitrie has passed the Series 7TO and SIE exams and is a Series 7 licensed representative. Dimitrie specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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
02/07/2024 - Present
Rockefeller Financial LLC (Jersey City NJ)
NJ
07/10/2023 - 02/05/2024
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
BC
Issued 07/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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