Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Morello is an Investment Advisor Representative at Federated Investment Counseling. Patrick has been in the industry since May 2005 and has been with Federated Investment Counseling since April 2020. Patrick specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles. Patrick holds the Series 65 designation and is registered with the states of Pennsylvania, Puerto Rico, and Texas. Federated Investment Counseling is a firm that provides asset allocation recommendations, periodic updates to their models, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.
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.
1
2
PA
08/19/2020 - Present
Federated Investment Counseling (Pittsburgh PA)
IA
Issued 08/19/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Patrick Morello is the right advisor for you? Invested Better is here to help.
