Unclaimed
Rory Dineen is a financial advisor with Fifth Third Securities, Inc. Rory has been in the industry for over 10 years, specializing in portfolio management, financial planning, and selection of other advisors. Rory is registered with the Securities Industry Essentials (SIE) exam, General Securities Representative (Series 7) exam and the Investment Banking Registered Representative (Series 79) exam. Prior to joining Fifth Third Securities, Inc., Rory was employed by DELOITTE CORPORATE FINANCE LLC. Rory is also registered with the state of North Carolina and a few other states.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
NC
09/15/2021 - Present
Fifth Third Securities, Inc. (CHARLOTTE NC)
NC
08/23/2013 - 08/13/2021
DELOITTE CORPORATE FINANCE LLC (CHARLOTTE NC)
BC
Issued 11/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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