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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dionne? Claim Your ProfileDionne Michelle Terzoli is a financial advisor who has been working in the industry since 2010. She is currently registered with Raymond James Financial Services Advisors, Inc. in Roseville, CA. Dionne Michelle Terzoli has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. She is also licensed to provide financial advice in several states, including Arkansas, California, Florida, and Oklahoma. Dionne Michelle Terzoli specializes in providing financial planning, portfolio management, and other advisory services to her clients.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
08/06/2014 - Present
Raymond James Financial Services Advisors, Inc. (ROSEVILLE CA)
CA
09/24/2013 - 08/11/2014
BANCWEST INVESTMENT SERVICES, INC. (SACRAMENTO CA)
CA
11/11/2010 - 09/24/2013
LPL FINANCIAL LLC (SACRAMENTO CA)
BOTH
Issued 09/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/05/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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