Unclaimed
Donatello Dario Bollettino is a financial advisor at Cetera Investment Advisers LLC, an investment advisory firm based in Schaumburg, Illinois. Donatello has been in the financial services industry since 2000 and has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Donatello offers financial planning services, portfolio management services, and educational seminars. Cetera Investment Advisers LLC manages assets for both individuals and businesses.
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.
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.
1
2
NJ
04/24/2024 - Present
Cetera Investment Advisers LLC (WALLINGTON NJ)
NJ
02/15/2024 - 04/24/2024
MML INVESTORS SERVICES, LLC (SADDLE BROOK NJ)
NJ
09/18/2023 - 11/15/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINDSOR NJ)
NJ
12/06/2017 - 09/01/2023
CETERA INVESTMENT SERVICES LLC (Englishtown NJ)
NJ
10/10/2017 - 12/06/2017
INVEST FINANCIAL CORPORATION (BORDENTOWN NJ)
NJ
07/27/2017 - 10/02/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MONROE TOWNSHIP NJ)
NJ
01/20/2017 - 03/22/2017
PNC INVESTMENTS (PLAINSBORO NJ)
NJ
08/04/2016 - 01/09/2017
M&T SECURITIES, INC. (Paramus NJ)
NY
06/02/2014 - 07/27/2016
SANTANDER SECURITIES LLC (STATEN ISLAND NY)
NJ
05/06/2014 - 05/22/2014
PRUCO SECURITIES, LLC. (EAST BRUNSWICK NJ)
NY
09/19/2012 - 05/07/2014
SANTANDER SECURITIES LLC (STATEN ISLAND NY)
NY
08/11/2008 - 09/19/2012
LPL FINANCIAL LLC (STATEN ISLAND NY)
NJ
10/12/2007 - 07/30/2008
PNC INVESTMENTS (HAMILTON NJ)
NY
05/05/2006 - 10/01/2007
NFB INVESTMENT SERVICES CORP. (BROOKLYN NY)
FL
11/07/2000 - 05/25/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
09/15/2000 - 11/29/2000
JWGENESIS FINANCIAL SERVICES, INC. (ST. LOUIS MO)
FL
12/22/1999 - 08/22/2000
SPENCER CLARKE LLC (MIAMI BEACH FL)
BOTH
Issued 1/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/22/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/4/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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