Ariel Dangelo (CRD# 7299242) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Westwood, MA and has over 3 years of experience in the finance industry.
CRD# 4672511
Amundi Asset Management Us, Inc.
CRD# 4831929
Fidelity Personal And Workplace Advisors
CRD# 6224921
Amundi Asset Management Us, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Packerland Brokerage Services | Green Bay, WI | Apr 2023 - Current | 1 |
Nightingale Homes Realty | Walpole, MA | Jan 2023 - Current | 1 |
Mml Investors Services | Needham, MA | Oct 2020 - Apr 2023 | 2 |
Massmutual Life Insurance Company | Needham, MA | Aug 2020 - Apr 2023 | 2 |
Messina Realty Collective | Walpole, MA | Jun 2021 - Dec 2022 | 1 |
Coldwell Banker Residential | Dedham, MA | May 2020 - Jun 2021 | 1 |
State Street Bank | Boston, MA | May 2014 - Sep 2020 | 6 |
Messina Realty Collective | Walpole, MA | Nov 2017 - May 2020 | 2 |
Inn On Boltwood | Amherst, MA | May 2013 - May 2015 | 2 |
University Of Massachusetts Amherst | Amherst, MA | Sep 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2021 |
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- CA
- FL
- IL
- ME
- MA
- NH
- VA
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Total Assets Under Management854MILLIONS
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Total Number of Accounts4,831ACCOUNTS
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Average Account Value$176,825
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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