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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Allen Dimeo is an investment advisor representative at Fiducient Advisors LLC. Robert has been in the financial services industry since 1984. Robert has Series 7 and Series 63 licenses, as well as the Series 65 exam. Robert provides financial planning and investment consulting for individuals and non-profit organizations.
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.
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.
Personalized portfolio management to meet individual financial objectives.
Investment consulting for individuals and non profit organizations
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
IL
03/29/2024 - Present
Fiducient Advisors LLC (CHICAGO IL)
MA
05/01/1995 - 12/15/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NJ
01/28/1995 - 05/17/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/19/1990 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IL
07/26/1988 - 06/21/1990
RODMAN & RENSHAW INC. (CHICAGO IL)
NA
05/23/1988 - 06/14/1988
J. T. MORAN & CO., INC.
NA
02/02/1987 - 06/01/1988
SHERWOOD CAPITAL, INC.
NA
10/26/1984 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 03/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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