Unclaimed
Dina Delre is a registered representative with MML Investors Services, LLC in South River, NJ. Dina has been in the financial services industry since August 24, 1996. Dina has also held previous positions with MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, CITISTREET EQUITIES LLC, QUICK & REILLY, INC., SUMMIT FINANCIAL SERVICES GROUP, INC., VISTA FUND DISTRIBUTORS, INC., EQ FINANCIAL CONSULTANTS, INC. and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Dina is registered with the state of New Jersey, Delaware, Florida, Georgia, New York, North Carolina, Pennsylvania, South Carolina 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.
Asset allocation programs
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.
Solicitors fees
1
2
NJ
03/25/2017 - Present
MML Investors Services, LLC (South River NJ)
NJ
11/30/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WOODBRIDGE NJ)
NJ
05/06/2003 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
04/25/2001 - 10/31/2002
QUICK & REILLY, INC. (NEW YORK NY)
PA
05/26/2000 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
MA
03/12/1997 - 08/30/1999
VISTA FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
09/09/1996 - 01/08/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/09/1996 - 01/08/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
02/14/1995 - 07/29/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 05/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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