Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dante? Claim Your ProfileDante Jacob Sammarco is a financial advisor registered with Fidelity Personal And Workplace Advisors. Dante is a Series 66, Series 7TO, and Series 9 and 10 licensed professional. Dante's career in the financial services industry began on July 12, 2020. Dante works with clients on a wide range of financial planning needs, including investment management, retirement planning, and insurance. Dante also provides financial education seminars to help clients learn more about their finances. Dante is licensed and registered to offer advisory services in 55 states and jurisdictions.
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.
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.
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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2
NC
06/06/2024 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
NJ
06/01/2020 - 05/25/2022
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
BOTH
Issued 07/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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