Unclaimed
Michael Bellero is a financial advisor with over 29 years of experience in the industry. Michael is currently registered with Oppenheimer & Co. Inc. in Melville, NY. Previously, Michael has been registered with Jefferies LLC, Bear, Stearns & Co. Inc. and ABN AMRO Incorporated. Michael specializes in various areas including securities, options, mutual funds, variable annuities, and investment advisory services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/15/2013 - Present
Oppenheimer & Co. Inc. (MELVILLE NY)
NY
07/07/2008 - 04/15/2013
JEFFERIES LLC (NEW YORK NY)
NY
08/08/2002 - 06/09/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CT
06/09/1994 - 07/26/2002
ABN AMRO INCORPORATED (STAMFORD CT)
BC
Issued 07/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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
Not sure Michael Bellero is the right advisor for you? Invested Better is here to help.