Patricia Pilone (CRD# 1890633) is an Investment Advisor Representative working at Cantella & Company, Inc. in Voorhees Township, NJ and has over 19 years of experience in the finance industry.
CRD# 5348132
Cypress Financial Planning
Score
105
CRD# 3179971
Rockcrest Financial LLC
Score
103
CRD# 1439761
Dedicated Investment Advisers LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cantella And Company, Inc. | Boston, MA | Sep 2012 - Current | 5 |
| Cpi Capital | Voorhees, NJ | Sep 1998 - Current | 19 |
| Comprehensive Insurance Programs Inc. | Voorhees, NJ | Jan 1991 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 1999 |
- NJ
-
Total Assets Under Management1,059MILLIONS
-
Total Number of Accounts4,013ACCOUNTS
-
Average Account Value$263,909
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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