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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Francis Dippolito is a financial advisor at Macquarie Investment Management Business Trust in Philadelphia, Pennsylvania. Marc has been in the financial services industry since 2005. He is licensed in 53 states, and has a Series 3, 7, 55 and 63 licenses, as well as a Series 65 license. He previously worked at Miller Tabak + Co., LLC, McNamara Trading Company, and VTRADER PRO, LLC. Marc specializes in providing portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
04/20/2020 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
NY
04/08/2008 - 12/17/2012
MILLER TABAK + CO., LLC (NEW YORK NY)
PA
04/11/2006 - 03/31/2008
MCNAMARA TRADING COMPANY (PHILADELPHIA PA)
CA
07/12/2005 - 02/06/2008
VTRADER PRO, LLC (SAN FRANCISCO CA)
IA
Issued 09/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2012
Series 3 - National Commodity Futures Examination
BC
Issued 08/28/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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