Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Bellofatto is an Investment Advisor Representative at Simplicity Wealth. Mary has been working in the financial services industry since 2013 and has a broad range of experience in financial planning, portfolio management, and insurance. Mary also holds a Series 65 license and the Securities Industry Essentials Examination.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
07/11/2023 - Present
Simplicity Wealth (Pine Brook NJ)
IA
Issued 05/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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