Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dante? Claim Your ProfileDante Peter Liberti is a financial advisor who has been in the industry since 1985. Dante is currently registered with Ameriprise Financial Services, LLC. Dante has been with Ameriprise Financial Services, LLC since May of 2022. Prior to that, Dante worked at Wells Fargo Clearing Services, LLC, Securities America, Inc., Multi-Financial Securities Corporation, Walnut Street Securities, Inc., Principle Advisors, Inc., Emmett A Larkin Company, Inc., Golden Harris Capital Group, Inc., American General Securities Incorporated, USLIFE Equity Sales Corp., and Euro Pacific Capital, Inc. Dante holds the Series 6, Series 7, Series 22, and Series 63 licenses. Dante is also a Certified Financial Planner™. Dante has experience working with individuals, high-net-worth individuals, corporations, trusts, and retirement plans.
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.
Asset allocation 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
05/16/2022 - Present
Ameriprise Financial Services, LLC (SADDLE BROOK NJ)
NJ
06/17/2016 - 06/07/2022
WELLS FARGO CLEARING SERVICES, LLC (FAIRFIELD NJ)
NJ
08/08/2008 - 06/21/2016
SECURITIES AMERICA, INC. (ISELIN NJ)
NJ
01/25/2007 - 08/11/2008
MULTI-FINANCIAL SECURITIES CORPORATION (ISELIN NJ)
NJ
09/20/2005 - 02/02/2007
WALNUT STREET SECURITIES, INC. (FAIRFIELD NJ)
NY
09/01/2004 - 09/13/2005
PRINCIPLE ADVISORS, INC. (STATEN ISLAND NY)
CA
07/31/2002 - 09/02/2004
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
NJ
04/27/2001 - 07/15/2002
GOLDEN HARRIS CAPITAL GROUP, INC. (WEST ORANGE NJ)
AZ
10/01/1997 - 01/24/2001
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
06/21/1986 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NA
06/28/1985 - 06/11/1986
EURO PACIFIC CAPITAL, INC.
BC
Issued 05/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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