Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Anthony Dinardo

Kestra Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Anthony Dinardo

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.

Firm Information

Michael Dinardo is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Dinardo’s Registration & Firm History

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)

Not sure if Michael Anthony Dinardo is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Anthony Dinardo. Review regulatory record here.
Not sure if Michael Anthony Dinardo is right for you?