Dino GavanesCRD Number: 1023248
Current Firm: Mml Investors Services, LLC
Dino Gavanes (CRD# 1023248) is an Investment Advisor Representative working at Mml Investors Services, LLC in Itasca, IL and has over 39 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Mml Investors Services, LLC||Itasca, IL||Jan 2021 - Current||1|
|Massmutual Life Insurance Company||Itasca, IL||Jan 2019 - Current||3|
|Advisers Group, Inc.||Itasca, IL||Jul 2015 - Current||6|
|Arthur J Gallagher||Itasca, IL||Nov 2010 - Jul 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S66||NASAA Uniform Combined State Law Examination||Sep 2021|
Total Assets Under Management62,946MILLIONS
Total Number of Accounts287,089ACCOUNTS
Average Account Value$219,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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