Patrick Bello is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 29 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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The provided text, "Kades-Margolis Corporation - DBA", does not contain information about Patrick's other business activities. Therefore, a summary cannot be generated and it is unknown if Patrick sells insurance products.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mutual of Omaha Investor Services, INC.Broker
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLCBroker
Citistreet Equities LLCBroker
Ing Investment Advisors, LLCBroker
Citistreet Equities LLCBroker
Guardian Investor Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.