Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Dinardo is a financial advisor who has been in the industry for over 12 years. Robert is currently registered with Cambridge Investment Research Advisors, Inc. in Pennsylvania and Texas. Robert has also held previous registrations with PNC Investments and Stifel, Nicolaus & Company, Incorporated. Robert has a Series 7 and Series 66 license, as well as the SIE exam. Robert provides a variety of services to clients, including financial planning, portfolio management, and pension consulting. Robert is based in Jeannette, Pennsylvania and has been working with clients in the area for many years.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
07/31/2023 - Present
Cambridge Investment Research Advisors, Inc. (Jeannette PA)
PA
07/14/2017 - 05/16/2023
PNC INVESTMENTS (MOUNT PLEASANT PA)
PA
06/01/2017 - 07/13/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GREENSBURG PA)
PA
01/23/2014 - 06/07/2017
PNC INVESTMENTS (MOUNT PLEASANT PA)
PA
04/14/2011 - 07/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBURG PA)
BOTH
Issued 05/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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