Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dina? Claim Your ProfileDina Loomis is a financial advisor with over 5 years of experience in the industry. Dina is currently registered with Cambridge Investment Research Advisors, Inc. in Wisconsin. Dina also holds Series 66, Series 7, and SIE licenses. Dina has previously worked with LPL Financial LLC. Dina works with clients including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Dina provides investment advice to individuals and businesses in Marinette, Wisconsin and the surrounding areas.
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.
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.
Solicitation fees from 3rd party money managers
1
2
WI
11/12/2021 - Present
Cambridge Investment Research Advisors, Inc. (Marinette WI)
WI
04/19/2016 - 11/24/2021
LPL FINANCIAL LLC (MARINETTE WI)
BOTH
Issued 07/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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