Unclaimed
Owen Dingelstedt is an investment advisor representative at PGIM Investments, LLC. Owen has been in the securities industry since 2017 and has an active registration in both broker-dealer and investment advisor capacities. Owen holds the Series 7, Series 66, and SIE licenses. Owen has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Quantitative Management Associates. Owen has a Bachelor of Arts degree in Economics and Finance from Marist College.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
05/30/2019 - Present
Pgim Investments LLC (Newark NJ)
NJ
08/11/2017 - 05/07/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 10/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Owen Dingelstedt is the right advisor for you? Invested Better is here to help.