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 3 years of experience in the finance industry.

Similar Advisors
J. Adam Swarr, financial advisor Camp Hill PA
J. Adam Swarr
CRD# 5993607
Thrivent Investment Management Inc.
Score
100
Similar Advisors
James Gano, financial advisor Camp Hill PA
James H. Gano
CRD# 5665657
Northwestern Mutual Investment Services,llc
Score
103
Similar Advisors
Steven Spong, financial advisor Camp Hill PA
Steven L. Spong
CRD# 1477959
Royal Alliance Associates, Inc.
Score
101
Company Name Location Dates Years
Pruco Securities, LLC Camp Hill, PA Apr 2014 - Current 3
The Prudential Insurance Company Of America Camp Hill, PA Apr 2014 - Current 3
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

Ready to hire a financial advisor? Get competitive proposals from Patrick Rosenella and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.