Unclaimed Profile

Patricia Pilone

COMPREHENSIVE PROGRAMS, INC.·VOORHEES, New Jersey

SIE, Series 6, Series 66Clean record15 years registeredCOMPREHENSIVE PROGRAMS, INC.

513 CENTENNIAL BLVD., VOORHEES, NJ 08043CRD# 1890633Firm CRD# 44575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patricia Pilone · VOORHEES, NJ

Registration

CRD #1890633 · COMPREHENSIVE PROGRAMS, INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMPREHENSIVE PROGRAMS, INC.

TLG ADVISORS, INC.

Jul 2018 – Dec 2022

Voorhees, NJ

CANTELLA & CO., INC.

Sep 2012 – Jul 2018

VOORHEES, NJ

COMPREHENSIVE PROGRAMS, INC.

Apr 2011 – Sep 2012

VOORHEES, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 66

Registration record

First registered · April 28, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COMPREHENSIVE PROGRAMS, INC.

CRD 44575 · SEC 801-56355

AUM

$45M

Regulatory assets under management

Employees

96 client accounts

Services offered by COMPREHENSIVE PROGRAMS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COMPREHENSIVE PROGRAMS, INC. →

Introduction

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Frequently Asked Questions

What services does Patricia Pilone offer?

Patricia Pilone specializes in Financial Planning, Investment Management.

What are Patricia Pilone's credentials?

Patricia Pilone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia Pilone located?

Patricia Pilone is based in VOORHEES, New Jersey, last registered with COMPREHENSIVE PROGRAMS, INC..

How does Patricia Pilone charge for services?

Patricia Pilone's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMPREHENSIVE PROGRAMS, INC.?

COMPREHENSIVE PROGRAMS, INC. has approximately 11 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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