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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nina? Claim Your ProfileNina Marie Dipalma is a financial advisor registered with Marcum Wealth, LLC. Nina has been a registered representative for over 20 years. Nina is experienced in working with individuals, high net worth individuals, corporations, and pension plans. Nina Marie Dipalma is a Series 66 and Series 7 licensed professional. Nina specializes in financial planning, portfolio management, and pension consulting. Nina is currently registered with Marcum Wealth, LLC in Ohio. Nina has previously worked with several firms including Liberty Partners Financial Services, LLC, Mid Atlantic Clearing & Settlement Corporation, Kestra Investment Services, LLC and Raymond James Financial Services, Inc.
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.
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
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.
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2
OH
10/10/2023 - Present
Marcum Wealth, LLC (CLEVELAND OH)
PA
05/18/2023 - 09/26/2023
MID ATLANTIC CLEARING & SETTLEMENT CORPORATION (PITTSBURGH PA)
NC
05/03/2022 - 08/25/2022
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
MA
09/15/2021 - 01/18/2022
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
OH
07/06/2018 - 05/06/2020
KESTRA INVESTMENT SERVICES, LLC (TWINSBURG OH)
CO
04/28/2016 - 09/26/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CT
12/11/2013 - 04/11/2016
NFP ADVISOR SERVICES, LLC (BRIDGEPORT CT)
OH
01/30/2013 - 10/11/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (MENTOR OH)
OH
09/11/2012 - 02/07/2013
LPL FINANCIAL LLC (AKRON OH)
OH
03/18/2010 - 01/04/2011
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
02/11/2009 - 03/22/2010
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
OH
08/22/2008 - 11/03/2008
VALMARK SECURITIES, INC. (AKRON OH)
OH
01/12/2006 - 01/02/2008
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
CA
09/09/2005 - 10/13/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
12/07/2004 - 12/17/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/07/2004 - 12/17/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2014
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 12/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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