Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick James Bello is a registered investment advisor representative with GWN Securities Inc. Patrick James Bello has been in the industry since 1996. Patrick James Bello has worked for several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mutual of Omaha Investor Services, Inc., ING Financial Partners, Inc., and ING Financial Advisors, LLC. Patrick James Bello offers a variety of advisory services including financial planning, portfolio management for individuals, and market timing services. Patrick James Bello is registered in Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
PA
02/14/2023 - Present
GWN Securities Inc. (WAYNE PA)
PA
06/05/2020 - 11/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
NE
06/18/2013 - 01/27/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NY
02/01/2011 - 05/02/2013
ING FINANCIAL PARTNERS, INC. (NEW YORK NY)
NY
09/02/2008 - 05/02/2013
ING FINANCIAL ADVISERS, LLC (NEW YORK NY)
NJ
09/01/2005 - 08/28/2008
ING INVESTMENT ADVISORS, LLC (SOMERSET NJ)
NJ
12/07/2006 - 04/25/2007
CITISTREET EQUITIES LLC (SOMERSET NJ)
NJ
10/10/1996 - 09/01/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
02/26/1990 - 09/05/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 07/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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