Patrick Rosenella, financial advisor Camp Hill PA
89 score

Patrick Rosenella

CRD Number: 6200936
Current Firm: Prudential Financial Planning Services

Patrick Rosenella (CRD# 6200936) is an Investment Advisor Representative working at Prudential Financial Planning Services in Camp Hill, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Camp Hill, PA Apr 2014 - Current 2
The Prudential Insurance Company Of America Camp Hill, PA Apr 2014 - Current 2
Cetera Advisor Networks El Segundo, CA Jun 2013 - Apr 2014 < 1
Highmark Inc. Camp Hill, PA Aug 2011 - Mar 2014 2
Commonwealth Of Pa Harrisburg, PA Oct 2007 - Aug 2011 3
Commonwealth Of Pa Harrisburg, PA Jul 2007 - Oct 2007 < 1
Unemployed Harrisburg, PA Jan 2007 - Jun 2007 < 1
Waste Management Camp Hill, PA Sep 2006 - Dec 2006 < 1
Bumblebee Hollow Golf Harrisburg, PA Apr 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Patrick J. Rosenella
Phone Number: 800-235-7637
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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