Unclaimed
Marco Ottonello is an Investment Advisor Representative with Equita Financial Network, Inc. Marco has been working in the financial industry since August 2012 and holds the Series 65 license. Marco is registered with the state of California and has been working with Equita Financial Network, Inc. since September 2024. Marco specializes in financial planning, selection of other advisors, and portfolio management for individuals. Marco co-founded Rame srl, a financial education and financial planning company in Italy that serves mostly women.
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.
Helps you choose top advisors aligned with your financial 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.
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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WA
11/22/2024 - Present
Equita Financial Network, Inc. (Bellevue WA)
Active
Inactive
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