Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rocco? Claim Your ProfileRocco Joseph Fiordelisi is a financial advisor with Dana Investment Advisors Inc. Rocco has been in the industry for over 30 years and has experience working with a variety of clients including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Rocco is registered with the state of Missouri as an investment advisor representative. Rocco is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
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2
MO
03/06/2015 - Present
Dana Investment Advisors Inc. (WEBSTER GROVES MO)
IN
03/18/2015 - 05/04/2016
UNIFIED FINANCIAL SECURITIES, LLC (INDIANAPOLIS IN)
MO
07/01/2008 - 07/23/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
NY
06/15/2006 - 04/01/2008
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
NJ
12/16/2005 - 05/22/2006
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
10/10/2000 - 10/14/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
06/02/2000 - 08/16/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
10/21/1997 - 05/16/2000
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NA
02/29/1996 - 09/09/1997
PILGRIM AMERICA SECURITIES, INC.
CT
02/28/1996 - 09/09/1997
PILGRIM AMERICA SECURITIES, INC. (WINDSOR CT)
TX
02/01/1994 - 03/25/1996
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
MO
03/26/1992 - 11/16/1993
UNITED MISSOURI BROKERAGE SERVICES, INC. (KANSAS CITY MO)
NY
01/24/1989 - 01/28/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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