Unclaimed
Dina Giannone is a financial professional with over 20 years of experience in the industry. Dina is currently registered with Fidelity Brokerage Services LLC. Dina previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, World Equity Group, Inc., Regal Securities, Inc., Morgan Stanley DW Inc., and Summit Financial Services Group, Inc.. Dina holds the Series 7, Series 63, and SIE licenses and is licensed to conduct business in 53 states.
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.
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.
1
2
RI
01/25/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NJ
04/22/2019 - 01/09/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
NJ
03/25/2010 - 11/03/2017
WORLD EQUITY GROUP, INC. (MANASQUAN NJ)
NJ
11/08/2005 - 04/09/2010
REGAL SECURITIES, INC. (BRICK NJ)
NY
04/04/2001 - 10/20/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
PA
06/06/2000 - 04/11/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
BC
Issued 03/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Dina Giannone is the right advisor for you? Invested Better is here to help.