Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Dalleo is a registered representative with Lincoln Investment. Michael is a financial professional with experience in the financial industry, beginning in 1989. Michael has been associated with Lincoln Investment since January 2017. Michael is also a licensed agent with M&M Financial offering life insurance sales and Medicare supplement sales. Michael provides financial planning, selection of other advisers, and portfolio management for individuals and 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ME
06/22/2017 - Present
Lincoln Investment (SOUTH BERWICK ME)
ME
07/27/2012 - 01/03/2017
LEGEND EQUITIES CORPORATION (SOUTH BERWICK ME)
NH
08/18/2008 - 07/26/2012
VALIC FINANCIAL ADVISORS, INC. (NASHUA NH)
NH
11/06/2007 - 07/03/2008
WADDELL & REED, INC. (PORTSMOUTH NH)
CT
07/23/2007 - 10/18/2007
THRIVENT INVESTMENT MANAGEMENT INC. (MANCHESTER CT)
OH
11/12/1986 - 05/26/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
BOTH
Issued 10/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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