Unclaimed
Dino Stanisic is an active investment advisor representative with &partners, LLC. Dino has been in the industry since July 2001 and is licensed in 41 states, including New Jersey, New York, and Texas. Dino previously worked at WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., COMPUTERSHARE SECURITIES CORPORATION, and TD WATERHOUSE INVESTOR SERVICES, INC. Dino holds Series 7, 9, 10, 63, and 66 securities licenses. Dino specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, partnerships, and other entities.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
NJ
09/06/2024 - Present
&partners (BAYONNE NJ)
NY
01/01/2008 - 09/11/2024
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
GA
11/06/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EVANS GA)
NJ
09/07/2006 - 05/30/2007
COMPUTERSHARE SECURITIES CORPORATION (EDISON NJ)
NE
08/24/2000 - 04/04/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 02/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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