Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dionisio? Claim Your ProfileDionisio Roman is a financial professional with over 20 years of experience in the industry. Dionisio is currently registered with Allstate Financial Services, LLC. Dionisio is licensed to provide securities and investment advisory services in New York and Pennsylvania. Dionisio is also a Series 6 and Series 63 registered representative.
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.
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.
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NY
10/05/2000 - Present
Allstate Financial Services, LLC (NEW HARTFORD NY)
NJ
11/25/1997 - 10/06/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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