Unclaimed
Marcello De Pascale is a Registered Representative and Investment Advisor Representative, licensed in 33 states and the District of Columbia. Marcello is associated with MML Investors Services, LLC in SHELTON, CT. Marcello has been in the securities industry since 2009, and specializes in providing financial planning and portfolio management services to individuals, corporations, and retirement plans. Marcello is also a member of March Financial LLC, an entity that provides administrative support for Marcello's financial services business.
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 programs
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.
Solicitors fees
1
2
CT
02/25/2020 - Present
MML Investors Services, LLC (SHELTON CT)
CT
11/06/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
BOTH
Issued 08/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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