Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Santo? Claim Your ProfileSanto Dimino is a registered investment advisor representative with MML Investors Services, LLC, based in Boston, Massachusetts. Santo has been in the financial services industry for over 5 years and has experience with a variety of firms including Morgan Stanley, Kestra Investment Services, LLC, and Securities America, Inc. Santo is a Series 7TO, Series 66, and SIE exam holder and holds registrations in Massachusetts and California. Santo is also involved in other business activities as a landlord, real estate agent, and partner in a real estate firm. Santo offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
05/01/2024 - Present
MML Investors Services, LLC (Boston MA)
MA
12/02/2020 - 01/19/2024
KESTRA INVESTMENT SERVICES, LLC (Boston MA)
MA
11/20/2019 - 12/08/2020
MORGAN STANLEY (BOSTON MA)
MA
02/12/2019 - 09/12/2019
SECURITIES AMERICA, INC. (GLOUCESTER MA)
BOTH
Issued 04/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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