Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcello? Claim Your ProfileMarcello Salvatore Cutrupi is a financial advisor with LPL Financial LLC, a well-known financial services firm. Marcello has been active in the financial industry for over 25 years, specializing in various areas of financial planning. Marcello is registered with the Financial Industry Regulatory Authority (FINRA) and holds a variety of professional licenses and certifications, including the Series 7, Series 24, and Series 63 exams. He also has prior experience working with other firms such as Securities America, Inc., Investcorp, Inc. and Sterne Agee Financial Services, Inc., which has given him valuable insights and a comprehensive understanding of the financial markets. His current registrations include Florida and Ohio, providing him with the ability to serve clients in these states.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/18/2021 - Present
LPL Financial LLC (NAPLES FL)
OH
07/17/2020 - 10/15/2021
SECURITIES AMERICA, INC. (GALION OH)
OH
11/17/2014 - 07/17/2020
INVESTACORP, INC. (GALION OH)
OH
09/12/2014 - 12/10/2014
STERNE AGEE FINANCIAL SERVICES, INC. (COLUMBUS OH)
OH
03/20/2009 - 09/12/2014
WRP INVESTMENTS, INC. (GALION OH)
OH
12/18/2007 - 03/24/2009
LPL FINANCIAL CORPORATION (GALION OH)
OH
02/17/2004 - 12/20/2007
NFP SECURITIES, INC. (GALION OH)
MO
11/29/2001 - 02/19/2004
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
OH
11/10/1998 - 12/05/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/27/1998 - 11/20/1998
MICHAEL PATTERSON, INC. (COLUMBUS OH)
OH
01/02/1997 - 04/01/1998
QUANTUM CAPITAL CORPORATION (COLUMBUS OH)
FL
10/21/1996 - 01/27/1997
THE HAMILTON-SHEA GROUP, INC. (POMPANO BEACH FL)
BC
Issued 04/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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