Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Dominic Bartoli is a financial advisor currently registered with LPL Financial LLC. Mario has been working in the financial services industry since February 1997. Mario is licensed to provide investment advice in Connecticut and several other states. Mario has a strong track record of providing financial guidance to a wide range of clients, including individuals, families, businesses, and retirement plans. Mario is also a Certified Financial Planner.
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
CT
08/17/2022 - Present
LPL Financial LLC (Milford CT)
CT
02/19/1997 - 08/17/2022
PEOPLE'S SECURITIES, INC. (Milford CT)
IA
Issued 02/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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