Unclaimed
Thomas J Bellaro is a registered representative with Park Avenue Securities LLC and has been in the industry since 2001. Thomas J Bellaro is also registered as an investment advisor representative with Park Avenue Securities LLC and Park Avenue Investment Advisory, LLC. Thomas J Bellaro holds Series 7, Series 24, Series 63, and Series 65 licenses. Thomas J Bellaro has previously worked with Barclays Capital Inc. and TD Waterhouse Investor Services, Inc. Thomas J Bellaro specializes in the following areas: Financial Planning, Portfolio Management for Individuals, Educational Seminars, and Selection of Other Advisers.
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 (NEW YORK NY)
NY
06/11/2012 - 10/11/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
11/23/2005 - 06/11/2012
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NE
03/01/2005 - 10/27/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
03/15/2001 - 03/04/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 11/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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