Unclaimed
Mark Vincent Dinora is a financial advisor with Truist Advisory Services, Inc. with more than 16 years of experience in the financial industry. Mark has a combined Series 66 and Series 7 registration with FINRA and is also registered as an Investment Advisor Representative in Virginia. Mark has previously been registered with BB&T Securities, LLC and Capital Brokerage Corporation. Mark holds a Series 24 General Securities Principal License, is a Series 65 licensed investment advisor representative and has passed the SIE. Mark specializes in providing financial advice to individuals, businesses, high-net-worth individuals, corporations, and charitable organizations. Mark's primary office is located in Richmond, Virginia at the Truist Advisory Services, Inc. branch office.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
03/07/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/24/2009 - 06/26/2015
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
VA
06/25/2008 - 02/23/2009
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
VA
06/25/2003 - 06/20/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
IA
Issued 04/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Dinora is the right advisor for you? Invested Better is here to help.