Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dante? Claim Your ProfileDante Marzetta is a financial advisor at Fidelity Personal and Workplace Advisors. He is a licensed financial advisor with over 19 years of experience in the financial services industry. Dante has a wide range of experience, including working at USAA Financial Advisors, Inc., Fidelity Brokerage Services LLC, MetLife Securities Inc., Lincoln Financial Securities Corporation, and Lincoln Financial Advisors Corporation. Dante has a strong track record of success and is committed to providing his clients with personalized financial advice. He is also a member of the US Naval Academy Alumni Association. Dante holds multiple licenses, including Series 6, 7, 9, 10, 24, 26, 52, 53, 63, and 66. Dante specializes in providing financial advice to individuals, corporations, and charitable organizations.
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
GA
05/22/2019 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
GA
02/16/2015 - 03/12/2019
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
TX
06/13/2013 - 01/02/2015
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
TX
03/28/2011 - 05/21/2013
METLIFE SECURITIES INC. (HOUSTON TX)
TX
06/17/2009 - 03/08/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (HOUSTON TX)
PA
12/26/2008 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
TX
09/20/2004 - 11/26/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (PEALAND TX)
IN
09/20/2004 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
01/01/2001 - 10/22/2002
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
BOTH
Issued 2/9/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/9/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/21/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 8/20/2009
Series 26 - Investment Company Products/Variable Contracts 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 6/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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