Margaret Dipaolo (CRD# 2843962) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Carmel, IN and has over 27 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Embracing Abilities | Carmel, IN | Mar 2024 - Current | < 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Investment Corp | Lincoln, NE | Jan 2009 - Current | 15 |
| Ameritas Life Insurance | Lincoln, NE | Jan 2009 - Current | 15 |
| National Financial Group | Carmel, IN | Dec 1996 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
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- Educational seminars/workshops
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