Unclaimed
John Robert Dimonda is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and holds Series 7, 9, 10, 24, 26, 63, and 65 licenses. John has previously worked at Lincoln Financial Advisors Corp., Lincoln National Life Ins. Co., and Lincoln Financial Securities Corporation. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NJ
12/19/2003 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (EDISON NJ)
MA
01/11/2002 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
02/14/2001 - 07/25/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/27/1989 - 03/21/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/27/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
03/22/1988 - 06/04/1988
INVESTORS CENTER INC.
IA
Issued 07/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/04/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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