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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Bellomo is a financial advisor with UBS Financial Services Inc. John Michael Bellomo has been in the industry since December 12, 2000, and has a strong track record of success in the financial services industry. Prior to joining UBS, John Michael Bellomo worked at MORGAN STANLEY DW INC. and REPUBLIC FINANCIAL SERVICES CORPORATION. John Michael Bellomo is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
04/18/2006 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
NY
11/05/2002 - 04/12/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/15/1996 - 12/11/1997
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
BC
Issued 11/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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