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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dionisio? Claim Your ProfileDionisio Ernesto Meneses Jr. is an Investment Advisor Representative who has been in the industry since 1995. Dionisio is currently registered with Mercer Global Advisors Inc. Dionisio previously worked at Freedom Financial Network, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and DNM Creative Properties Inc. Dionisio is also the owner of XDO / NV, LLC, a real estate management company. Dionisio has a Series 65, Series 66, Series 3, Series 7, and SIE license. Dionisio specializes in providing investment advisory services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Dionisio is dedicated to providing his clients with personalized financial planning, portfolio management, and investment advice.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
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2
CO
05/12/2022 - Present
Mercer Global Advisors Inc. (DENVER CO)
CA
08/24/2015 - 01/22/2016
HORNOR, TOWNSEND & KENT, INC. (REDWOOD SHORES CA)
CA
05/31/2013 - 10/23/2013
MORGAN STANLEY (SAN MATEO CA)
IA
Issued 05/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
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