Unclaimed
Rosemary Anne Dinardo is a financial advisor with over 35 years of experience in the industry. Rosemary currently works at Fidelity Personal AND Workplace Advisors, and is registered to provide investment advice in Arizona and Texas. Rosemary specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
12/21/2022 - Present
Fidelity Personal AND Workplace Advisors (PEORIA AZ)
AZ
03/11/2013 - 08/21/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
06/17/1996 - 03/14/2013
LPL FINANCIAL LLC (SURPRISE AZ)
NY
01/04/1991 - 06/20/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/21/1987 - 01/02/1991
GRIFFIN FINANCIAL SERVICES
NA
02/18/1987 - 12/10/1987
BNL SECURITIES INC.
NA
05/23/1986 - 01/08/1987
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BOTH
Issued 12/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1993
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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