Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Paul Appello is a financial advisor with over 35 years of experience in the financial services industry. Patrick is currently registered with Buckman Advisory Group LLC, and holds Series 7 and Series 63 licenses. Patrick is also a registered Investment Advisor representative in both New Jersey and New York. Patrick has previously worked at a number of firms including Highland Capital Group, Inc., Herbert J. Sims & Co. Inc., FIA Capital Group, Inc., Kenneth, Jerome & Co.,Inc., Halpert and Company, Inc., Marketing One Securities, Inc., Janney Montgomery Scott Inc., Thomson McKinnon Securities Inc., McLaughlin, Piven, Vogel Inc., and First Jersey Securities, Inc.. Patrick has extensive experience providing financial advice to a wide range of clients, including individuals, corporations, and charitable organizations. Patrick is also a music teacher and enjoys working with students of all ages.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
04/11/2024 - Present
Buckman Advisory Group LLC (LITTLE SILVER NJ)
NJ
05/09/2003 - 09/25/2023
HIGHLANDER CAPITAL GROUP, INC. (SHORT HILLS NJ)
CT
02/13/2002 - 05/06/2003
HERBERT J. SIMS & CO. INC. (FAIRFIELD CT)
NJ
02/26/1996 - 02/07/2002
FIA CAPITAL GROUP, INC. (SHORT HILLS NJ)
NJ
03/18/1993 - 02/13/1996
KENNETH, JEROME & CO.,INC. (FLORHAM PK NJ)
NJ
03/22/1990 - 03/11/1993
HALPERT AND COMPANY, INC. (MILLBURN NJ)
NA
07/12/1988 - 09/07/1988
MARKETING ONE SECURITIES, INC.
NA
11/06/1985 - 07/01/1987
JANNEY MONTGOMERY SCOTT INC.
NA
09/09/1985 - 10/23/1985
THOMSON MCKINNON SECURITIES INC.
NA
06/18/1985 - 09/09/1985
MCLAUGHLIN, PIVEN, VOGEL INC.
NA
05/21/1985 - 06/13/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Patrick Appello is the right advisor for you? Invested Better is here to help.
