Unclaimed
Dino Anthony Capitani is a financial advisor who has been working in the industry since February 18, 1986. Dino is currently registered with Morgan Stanley in Illinois, Florida and Texas. Dino has been registered with Morgan Stanley since May 2014 and previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and OBERWEIS SECURITIES, INC. Dino has a wide range of experience in the financial services industry, including investment advisory, securities trading, and financial planning. Dino has a deep understanding of the investment markets and a commitment to helping clients achieve their financial goals. Dino is dedicated to providing clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
10/10/2022 - Present
Morgan Stanley (Oak Brook IL)
IL
03/28/1988 - 05/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
NA
02/19/1986 - 04/12/1988
OBERWEIS SECURITIES, INC.
IA
Issued 05/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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