Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dante? Claim Your ProfileDante Vincent Amatucci is a financial advisor registered with Wealthpenn.comllc. Dante has over 30 years of experience in the financial services industry. Dante is a Registered Representative (RR) in Connecticut and Texas. Dante specializes in portfolio management for individuals, businesses, and investment companies. Dante also provides financial planning and pension consulting services. Dante has worked with Morgan Stanley Smith Barney, MML INVESTORS SERVICES, LLC, METLIFE INVESTORS DISTRIBUTION COMPANY, and New England Securities in the past.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
04/01/2020 - Present
Wealthpenn.comllc (Norwell MA)
MA
03/25/2017 - 02/26/2018
MML INVESTORS SERVICES, LLC (Boston MA)
MA
04/13/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
04/13/2012 - 07/05/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (BOSTON MA)
MA
04/13/2012 - 01/02/2015
NEW ENGLAND SECURITIES (BOSTON MA)
MA
04/13/2012 - 09/04/2013
TOWER SQUARE SECURITIES, INC. (BOSTON MA)
MA
04/13/2012 - 09/04/2013
WALNUT STREET SECURITIES, INC. (BOSTON MA)
MA
06/01/2009 - 05/01/2012
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
05/21/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
11/21/2007 - 12/31/2007
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
11/27/2002 - 09/26/2007
INVESTORS SECURITIES SERVICES, LLC. (BOSTON MA)
NY
05/12/2000 - 02/07/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
10/18/1996 - 01/11/2000
SCUDDER FINANCIAL SERVICES, INC. (BOSTON MA)
NY
09/19/1990 - 10/11/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
08/29/1989 - 11/19/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/24/1989 - 04/13/1989
HOME LIFE INSURANCE COMPANY
CT
01/24/1989 - 04/13/1989
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 9/5/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 6/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/7/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/9/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 5/1/1997
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/2011
Series 3 - National Commodity Futures Examination
BC
Issued 11/11/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 9/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 1/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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