Unclaimed
Dina Cullen is a financial advisor at LPL Financial LLC. Dina has been in the financial services industry since 1993. She provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Dina is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 65 licenses. Dina is also licensed to provide investment advice in the following states: Delaware, Florida, Maryland, New Jersey, New York, Pennsylvania, and Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/09/2021 - Present
LPL Financial LLC (RANDOLPH NJ)
NJ
04/26/2017 - 06/09/2021
M&T SECURITIES, INC. (RANDOLPH NJ)
NJ
01/11/2007 - 04/28/2017
PNC INVESTMENTS (BLAIRSTOWN NJ)
NJ
04/09/2001 - 10/13/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (COLUMBIA NJ)
NJ
02/10/1999 - 04/02/2001
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
02/24/1997 - 03/23/1998
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
NA
10/11/1996 - 03/03/1997
SHAMUS GROUP, INC.
RI
09/10/1986 - 08/06/1990
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
06/18/1985 - 09/23/1985
NORBAY SECURITIES INC.
IA
Issued 11/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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