Unclaimed
Dinoe Jerome Wilson has been in the financial industry since December 2011 and currently works with Merrill Lynch, Pierce, Fenner & Smith Inc. Dinoe Jerome Wilson holds registrations in several states including Alabama, Alaska, Arizona, and Arkansas. Dinoe Jerome Wilson has a diverse background in the industry, having previously worked with MSI FINANCIAL SERVICES, INC. Dinoe Jerome Wilson is also registered with several regulatory authorities including FINRA and CT. Dinoe Jerome Wilson is a registered representative with the state of New York.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
05/04/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
12/15/2011 - 02/13/2017
MSI FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
BOTH
Issued 03/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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