Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dante? Claim Your ProfileDante Gerard Petullo is a financial advisor who is registered with Bleakley Financial Group, LLC in Fairfield, NJ. Dante has been in the financial industry for over 3 years. Dante has passed the Series 7TO, SIE and Series 66 exams, and has several years of experience in the industry. Dante's firm is an independent registered investment advisor and offers a variety of services to individuals and families. The firm's client base consists of individuals, families, corporations, and retirement plans. The firm's focus is on providing comprehensive financial planning services, including investment management, retirement planning, college savings planning, and estate planning.
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.
Non-investment consulting/implementation services
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.
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NJ
06/20/2023 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
BOTH
Issued 06/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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