Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dinesh? Claim Your ProfileDinesh Jani is an active broker and investment advisor representative. Dinesh has been in the industry since 2011. Dinesh is currently registered with LPL Financial LLC in BASKING RIDGE, NJ. Dinesh has been registered with LPL Financial LLC since 2023. Dinesh was previously registered with Citizens Securities, Inc., Cetera Investment Services LLC, Invest Financial Corporation, Essex National Securities, LLC, Santander Securities LLC and LPL Financial LLC. Dinesh holds the Series 6 license. Dinesh specializes in various areas including retirement planning, education planning, insurance planning, estate planning and college savings plans.
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
11/22/2023 - Present
LPL Financial LLC (BASKING RIDGE NJ)
NJ
08/17/2022 - 03/03/2023
CITIZENS SECURITIES, INC. (DENVILLE NJ)
NJ
12/06/2017 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (DENVILLE NJ)
NJ
10/15/2015 - 12/06/2017
INVEST FINANCIAL CORPORATION (MORRIS PLAINS NJ)
NJ
07/29/2013 - 10/15/2015
ESSEX NATIONAL SECURITIES, LLC (Morris Plains NJ)
NJ
09/19/2012 - 06/17/2013
SANTANDER SECURITIES LLC (PARSIPPANY NJ)
NJ
07/16/2010 - 09/19/2012
LPL FINANCIAL LLC (PARSIPPANY NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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