Unclaimed
Patricio Salem is a financial advisor with over 10 years of experience in the industry. Patricio Salem is currently registered with Gabelli Funds, LLC in Rye, NY. Patricio Salem specializes in portfolio management for investment companies and pooled investment vehicles. Patricio Salem has passed the Series 7TO, SIE and Series 66 exams.
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.
Strategic management for diversified investment portfolios.
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.
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.
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NY
06/13/2024 - Present
Gabelli Funds, LLC (RYE NY)
BOTH
Issued 04/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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