Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Pacillo is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Patrick has over 30 years of experience in the financial services industry, starting his career in 1991. Patrick is registered with the state of New Jersey and Texas as an Investment Advisor Representative. Patrick Michael Pacillo holds FINRA Series 7, 63, and 65 licenses. Patrick Michael Pacillo also holds the Securities Industry Essentials Exam (SIE). Patrick Michael Pacillo previously worked for WELLS FARGO CLEARING SERVICES, LLC, CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and RICKEL & ASSOCIATES, INC. Patrick Michael Pacillo currently works at the firm's Manasquan, New Jersey and Palm Beach Gardens, Florida offices.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
03/18/2021 - Present
Wells Fargo Advisors Financial Network, LLC (MANASQUAN NJ)
NJ
02/27/2009 - 03/18/2021
WELLS FARGO CLEARING SERVICES, LLC (SPRING LAKE NJ)
NJ
06/16/2000 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (BEDMINSTER NJ)
NY
11/04/1994 - 06/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1991 - 11/16/1994
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
IA
Issued 03/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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