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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Marchitello is an investment advisor representative with Delta Investment Management, LLC. Drew has been in the financial services industry since 1990. Drew is registered with the state of California and holds the following licenses: Series 63, Series 65, Series 7, Series 24, Series 52, Series 53, and Series 6. Drew specializes in portfolio management for individuals and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
04/09/2024 - Present
Delta Investment Management, LLC (West Sacramento CA)
CA
10/01/2012 - 05/21/2021
J.P. MORGAN SECURITIES LLC (FREMONT CA)
CA
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CASTRO VALLEY CA)
IL
11/15/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NE
09/21/2004 - 11/24/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
PA
01/01/2004 - 05/18/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
05/09/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
FL
07/06/1999 - 05/01/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
05/26/1998 - 07/06/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IN
06/24/1994 - 06/04/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/24/1994 - 06/04/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
10/19/1990 - 06/30/1994
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
07/10/1990 - 10/25/1990
ROYAL FINANCIAL GROUP, INC.
IA
Issued 12/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/27/2024
Series 4 - Registered Options Principal Examination
BC
Issued 03/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/27/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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