Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bellofatto is a financial professional with over 27 years of experience in the securities industry. He is a registered representative with Park Avenue Securities LLC and is licensed to offer securities and investment advisory services in California, Nevada, and New York. Richard also holds the Series 3, 7, 55, 57, and 63 licenses as well as the Series 65. Richard is a licensed real estate salesperson in New York. Richard provides financial planning, portfolio management for individuals, and educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NY
04/16/2021 - Present
Park Avenue Securities LLC (ROSLYN NY)
NJ
03/13/2000 - 08/16/2001
WM. V. FRANKEL & CO., INCORPORATED (JERSEY CITY NJ)
NY
06/13/1995 - 03/09/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/31/1995
Series 3 - National Commodity Futures Examination
BC
Issued 06/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Bellofatto is the right advisor for you? Invested Better is here to help.
