advisors

James L. DiNardo CLU®, CHFC®, CFP®, MSFS®, Partner Pioneer Financial at Northwestern Mutual – Park Avenue

245 Park Avenue, Suite 1800, New York, NY 10167

james.dinardo@nm.com pioneerfinancial.nm.com 646.459.6366

At a Glance

Primary Custodian for Investor Assets

Accounts held at Northwestern Mutual Investment Services LLC, an introducing broker-dealer, member FINRA, SIPC. Accounts carried, and all transactions executed, cleared and settled through Pershing, A BNY Mellon Company, member FINRA, NYSE and SIPC.

Financial Services Experience

18 years

Assets Under Management $1+ billion (as of 3/01/2017)
Minimum Fee for Service None
professional services provided

Financial planning, investment advisory, risk-management and money-management services

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