Unclaimed
Dina Pryor is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Dina has over 7 years of experience in the financial services industry. Dina holds a Series 66 license and is registered with the state of Florida. Dina has been a registered representative with Merrill Lynch since 2017. Prior to that, Dina worked with BOFA SECURITIES, INC. in Jacksonville, FL. Dina is committed to providing her clients with personalized financial advice and guidance. Dina's areas of specialization include investment advisory services, portfolio management, financial planning, and estate planning. Dina can help you with all your financial needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
02/29/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
08/08/2023 - 12/21/2023
BOFA SECURITIES, INC. (JACKSONVILLE FL)
FL
08/16/2017 - 06/01/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
NY
02/02/2015 - 11/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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