Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marlene? Claim Your ProfileMarlene Annette Dattilo is an investment advisor representative with Arkadios Wealth Advisors. Marlene is a certified financial planner and has been in the industry since 1987. Marlene is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) in several states. Marlene has a wide range of experience in financial planning, portfolio management, and investment advisory services. Marlene also provides financial planning and investment management services to high net worth individuals, corporations, and other businesses.
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.
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.
1
2
NY
10/09/2023 - Present
Arkadios Wealth Advisors (East Rochester NY)
NY
02/08/1999 - 04/28/2022
MML INVESTORS SERVICES, LLC (East Rochester NY)
NY
10/01/1997 - 01/06/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
FL
01/25/1995 - 10/02/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CT
08/30/1993 - 08/31/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
02/01/1993 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
07/25/1988 - 01/11/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
09/10/1986 - 06/20/1988
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
IA
Issued 04/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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