Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dino? Claim Your ProfileDino Berri is a financial advisor at LPL Financial LLC and has been in the financial services industry since January 24, 2019. Dino has a Series 6, 7, and 63 license as well as a Series 65 license. Dino works with a range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Dino specializes in financial planning, portfolio management, and retirement planning.
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.
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MI
12/22/2022 - Present
LPL Financial LLC (LATHRUP VILLAGE MI)
CA
06/17/2022 - 12/21/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
MI
04/20/2022 - 06/20/2022
PARK AVENUE SECURITIES LLC (SOUTHFIELD MI)
MI
02/20/2020 - 03/26/2020
INFINEX INVESTMENTS, INC. (CLINTON TOWNSHIP MI)
MI
12/12/2018 - 02/07/2020
CITIZENS SECURITIES, INC. (DETROIT MI)
MI
02/27/2017 - 07/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MACOMB MI)
MN
07/29/2016 - 01/27/2017
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MI
05/23/2016 - 06/24/2016
METLIFE SECURITIES, INC (SOUTHFIELD MI)
BC
Issued 05/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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