Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Mary Dipaolo has been in the financial industry since March 19, 1997, and is currently registered with Ameritas Advisory Services, LLC in Carmel, IN. Margaret holds several licenses including Series 6, 7, 63 and 65. Margaret has prior experience with Equity Services, Inc. and First Investors Corporation. Margaret is a licensed insurance agent in addition to her securities registrations. Margaret Dipaolo is a Direct Support Person for her niece and is also involved in a real estate LLC and a rental property.
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.
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.
Solicitor fees
1
2
IN
11/01/2021 - Present
Ameritas Advisory Services, LLC (Carmel IN)
IN
08/08/2002 - 01/16/2009
EQUITY SERVICES, INC. (INDIANAPOLIS IN)
NJ
03/05/1997 - 07/23/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 05/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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