Dina Roan has been an investment adviser representative at McClarren Financial Advisors since December 2024, and is not listed among the firm’s executive officers or direct owners.
McClarren Financial Advisors, Inc. is a State College, PA firm with $453M under management, 267 clients and 8 advisers across 3 offices, as of its April 2026 filing.
- McClarren Financial AdvisorsCurrent– present · 1 yearState College, PA · Adviser representative · Firm CRD 122147
Investment adviser representative registrations
Dina Roan is registered as an investment adviser representative in Pennsylvania, since December 2024.
- PennsylvaniaSince 17 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 March 2024 |
| Series 62 | Corporate Securities Limited Representative Examination | 21 September 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 February 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 January 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Dina Robin Roan
- CRD
- 3071371
- Firm
- McClarren Financial Advisors · CRD 122147
- Office
- 270 WALKER DRIVE, #200, State College, PA 16801
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Dina Roan work?
Dina Roan is an investment adviser representative registered through McClarren Financial Advisors, Inc. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Dina Roan a financial advisor?
Yes. Dina Roan has a current investment-adviser registration in Pennsylvania, through McClarren Financial Advisors since December 2024.
How many years of experience does Dina Roan have?
Dina Roan has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Dina Roan passed?
Dina Roan has passed 4 licensing exams: the Series 63, Series 6, Series 62 and Series 65. The earliest, the Series 63, was passed in January 1999.
Where is Dina Roan based?
Dina Roan’s registered office is in State College, PA.
Is Dina Roan registered with FINRA?
No. Dina Roan has no current broker registration.
How can I verify Dina Roan’s record?
Search CRD 3071371 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dina Roan’s full registration record.
