Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Dinardo is a financial advisor with over 8 years of experience in the industry. He is currently registered with Captrust in Austin, Texas and holds a Series 7, Series 63, Series 65 and SIE license. Peter is a Certified Financial Planner and specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Peter has previously held positions with Fidelity Brokerage Services LLC and CapFinancial Securities LLC in New Hampshire and North Carolina.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/27/2018 - Present
Captrust (Austin TX)
TX
06/06/2016 - 01/16/2018
FIDELITY BROKERAGE SERVICES LLC (AUSTIN TX)
NH
02/27/2012 - 04/12/2016
FIDELITY BROKERAGE SERVICES LLC (NASHUA NH)
NH
06/28/2010 - 01/30/2012
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 05/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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