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Belle Rea Plateroti

USI Advisors

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About Belle Rea Plateroti

Belle Rea Plateroti is an investment advisor representative currently registered with USI Advisors. Belle has been in the financial industry for several years and holds the Series 63, 65, and 6TO licenses, as well as the SIE. She is also registered with the state of New York. Belle has experience working with a variety of clients, including insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Belle and her team at USI Advisors provide a range of services, including portfolio management for businesses, selection of other advisors, and pension consulting.

Firm Information

Belle Plateroti is currently registered with USI Advisors. USI Advisors is an investment advisory firm headquartered in Glastonbury, CT. Founded in 1998, USI Advisors provides investment advisory services to corporations, pension funds, and other institutional clients. The firm specializes in portfolio management, pension consulting, and selection of other advisors. USI Advisors is registered with the SEC and has over 70 investment advisor representatives.
USI Advisors

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

$41.62B

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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seminars and consultations

Seminars and consultations

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Belle Plateroti’s Registration & Firm History

CT

07/27/2021 - Present

USI Advisors (GLASTONBURY CT)

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Licenses & Designations

BC

Issued 07/01/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/20/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/22/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Belle Rea Plateroti.
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