Ariel Mae Dangelo

Employer firm

Packerland Brokerage Services, Inc. CRD 37031

$1.36B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2020 → 04/2023
  Massmutual Life Insurance Company
  Needham, MA
• 10/2020 → 04/2023
  Mml Investors Services
  Needham, MA
• 05/2014 → 09/2020
  State Street Bank
  Boston, MA
• 05/2020 → 06/2021
  Coldwell Banker Residential
  Dedham, MA
• 11/2017 → 05/2020
  Messina Realty Collective
  Walpole, MA
• 06/2021 → 12/2022
  Messina Realty Collective
  Walpole, MA
• 01/2023 → Present
  Nightingale Homes Realty
  Walpole, MA
• 04/2023 → Present
  Packerland Brokerage Services
  Green Bay, WI

Other Businesses

Nightingale Homes Realty Inv rel: Y Add: 651 North Street, Walpole, MA 02081 Nature: Real Estate Position: Real Estate Agent Start date: 06/01/2021 No. HR/MO: 2 No. HR/MO during sec trading: 0 Describe Duties: Helping in the sale and purchase of real estate. Assisting in the sale of businesses; Coordinate communication among buyers, attorneys, accountants, lenders, real estate professionals, and other third parties. Facilitate meetings, information requests, and transaction timelines. Assist in reviewing offers, deal terms, and key financial considerations. Coordinate with legal and tax professionals regarding transaction-related planning opportunities. Help evaluate the impact of the sale on your overall financial plan, retirement strategy, tax situation, and investment portfolio. Provide guidance through the closing process and assist with the transition and deployment of sale proceeds Compensated via a flat fee. Nightingale Wealth Solutions Tax Services; CPA working for NWS; tax preparation, tax consulting and light fractional CFO services provided by licensed CPA Income from tax services completed by CPA for use of technology, marketing/branding and rent 384 Washington Street Westwood, MA 02090 start date: 8/2/2023 Non-investment related Elevate 384 Washington Street Suite 100 Westwood, MA 02090 educational seminars, courses, and retreats on a variety of topics: business growth, finance, finance for divorced & widowed women, motivation, leadership, culture, branding, marketing, systems, etc. Some of these will be live with other speakers and some of these will be 100% remote or recorded courses they would be able to purchase. Start date: 8/2/23 100% ownership Investment related Medicare Partner Program with Advisors Excel Referral program where I will get paid a referral fee for any Medicare business that is done on behalf of my clients. Advisor excel does all of the planning and works directly with the client to get the right care for them. $100 per referral for Medicare business. 384 Washington Street Suite 100 Westwood MA, 02090 Non-investment related The Nightingale Group 654 North Street Walpole MA, 02081 Real Estate Group; I am the business advisor to the real estate brokerage and occassionally do my own transactions. I advise on hiring, marketing, and PR strategies. I dedicate 5 hours a month to this business and have a 33% stake in the company. Helo LLC 654 North Street Walpole MA, 02081 United States This is a software company that is a completely new business and is about to be incorporated. We are building a budgeting, SaaS/BaaS software that will be able to analyze peoples spending habits, help them budget and teach them some financial literacy. I will be the acting as the CEO and President until we are able to hiring the right person into that role. My ownership is still TBD but as of right now 100%. I am expecting to devote 10 hours per month to this OBA. start date: TBD as the software has not been fully developed Investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-23
• S63 Uniform Securities Agent State Law Examination
  2021-04-08

Other Names

• Ariel Mae Harris
• Ariel Mae Dangelo