Unclaimed
Michael Anthony Dinardo is an investment advisor with Kestra Advisory Services, LLC. Michael has been in the financial industry since May 1989 and is registered with the state of California. Michael works with a wide range of clients including high-net-worth individuals, corporations, and pension plans. Michael is committed to providing clients with personalized financial advice and investment management services. Michael has experience working with clients in both the individual and institutional markets, and he is passionate about helping his clients reach their financial goals. Michael is a registered representative of Kestra Investment Services, LLC.
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.
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
TX
02/07/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CA
01/03/2011 - 12/01/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE VILLAGE CA)
CA
09/10/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
CA
08/24/2005 - 09/03/2010
NFP SECURITIES, INC. (LOS ANGELES CA)
CO
12/14/2004 - 08/25/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
09/30/1992 - 06/19/2000
GRANT BETTINGEN, INC. (NEW YORK NY)
FL
04/01/1991 - 09/21/1992
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
11/30/1989 - 04/01/1991
PW SECURITIES, INC.
ND
08/24/1984 - 11/08/1989
STATE BOND SALES CORPORATION (MINOT ND)
IA
Issued 06/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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