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Patrick Anthony Deorio

Berthel, Fisher & Co. Financial Services, Inc.

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About Patrick Anthony Deorio

Patrick Deorio is an Investment Advisor Representative for Berthel, Fisher & Co. Financial Services, Inc. located in NORTH CANTON, OH. Patrick has been in the industry since 1993 and has worked for Continental Capital Investment Services, Inc. and National Planning Corporation. Patrick holds the following licenses: Series 6, Series 7, Series 63, and Series 65, and SIE. Patrick provides financial planning and portfolio management for individuals. Patrick's firm offers advisory services such as financial planning and portfolio management for individuals, and selection of other advisors.

Firm Information

Patrick Deorio is currently registered with Berthel, Fisher & Co. Financial Services, Inc.. Berthel, Fisher & Co. Financial Services, Inc. is a corporation headquartered in CEDAR RAPIDS, IA that was formed on 1974-03-13. They have been approved by the SEC and registered in 51 states. The firm offers financial planning and portfolio management for individuals and selection of other advisers. They manage $742,220,394 in regulatory assets under management and have 3,481 total accounts. They have 92 licensed agents, 100 investment adviser representatives, 100 registered representatives, 100 investment advisory functions, and 50 adviser representatives for other investment advisers.
Berthel, Fisher & Co. Financial Services, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$742.22M

Assets Under Management

6

Total Clients

100

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Patrick Deorio’s Registration & Firm History

OH

09/02/2003 - Present

Berthel, Fisher & Co. Financial Services, Inc. (NORTH CANTON OH)

OH

08/19/1998 - 03/31/2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)

CA

04/06/1993 - 08/19/1998

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 03/31/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/30/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Anthony Deorio.
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