Unclaimed
Patrick James Rosenella is a financial professional with over 10 years of experience in the financial services industry. Patrick is a registered representative with Pruco Securities, LLC, a registered investment advisor. Patrick holds a Series 6, Series 63, and Series 65 license. Patrick is also a registered representative in several states including Pennsylvania, Florida, New Jersey, Maryland, Virginia, and others. Patrick specializes in providing financial advice to individuals, corporations, and trusts. Patrick also works for Forest Hills Financial Advisors providing sales and service of insurance and investments.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
PA
12/11/2014 - Present
Pruco Securities, LLC (Harrisburg PA)
PA
02/28/2014 - 04/16/2014
CETERA ADVISOR NETWORKS LLC (MECHANICSBURG PA)
IA
Issued 11/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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