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Dante Paul Bartoletti

ASSUREDPARTNERS FINANCIAL SERVICES, LLC·LAKE MARY, Florida
SIE, Series 27, Series 99TOClean recordASSUREDPARTNERS FINANCIAL SERVICES, LLC
200 COLONIAL CENTER PARKWAY, LAKE MARY, FL 32746CRD# 4541866Firm CRD# 304454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dante Paul Bartoletti · LAKE MARY, FL
Registration
CRD #4541866 · ASSUREDPARTNERS FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ASSUREDPARTNERS FINANCIAL SERVICES, LLC
CRD 304454 · SEC 801-117771
Employees
2
Total firm employees
Services offered by ASSUREDPARTNERS FINANCIAL SERVICES, LLC
Per Form ADV
Other
View all advisors at ASSUREDPARTNERS FINANCIAL SERVICES, LLC →
Introduction

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Frequently Asked Questions

What services does Dante Paul Bartoletti offer?
Dante Paul Bartoletti is a registered financial advisor in LAKE MARY, Florida. Contact their office for details on services offered.
What are Dante Paul Bartoletti's credentials?
Dante Paul Bartoletti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dante Paul Bartoletti located?
Dante Paul Bartoletti is based in LAKE MARY, Florida, working with ASSUREDPARTNERS FINANCIAL SERVICES, LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Dante Paul Bartoletti charge for services?
Dante Paul Bartoletti's firm is compensated through other: compensation related to referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSUREDPARTNERS FINANCIAL SERVICES, LLC?
ASSUREDPARTNERS FINANCIAL SERVICES, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
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