Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Dimino is a financial advisor with over 30 years of experience in the financial services industry. Eric is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with Stifel, Nicolaus & Company, Inc. in California and Texas. He has previously worked with WELLS FARGO CLEARING SERVICES, LLC and M.L. STERN & CO. INC. Eric specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and institutions. He is committed to helping his clients achieve their financial goals through personalized financial planning and investment management strategies.
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.
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
CA
03/15/2017 - Present
Stifel, Nicolaus & Company, Inc. (SAN DIEGO CA)
CA
04/23/1999 - 03/16/2017
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
10/29/1990 - 04/30/1999
M.L. STERN & CO. INC. (BEVERLY HILLS CA)
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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