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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Francis Patrick is a financial advisor with Arete Wealth Advisors, LLC. Edward has been working in the financial industry since November 20, 1984. Edward holds a Series 7 and Series 66 license and is registered in 11 states. Edward's experience includes providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Arete Wealth Advisors, LLC is an independent investment advisory firm that provides a range of services to its clients. The firm has offices in Chicago and Melville, New York and specializes in providing financial advice to high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
NY
07/20/2022 - Present
Arete Wealth Advisors, LLC (Melville NY)
NY
06/23/2017 - 07/20/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
03/13/2009 - 06/23/2017
OPPENHEIMER & CO. INC. (MELVILLE NY)
NY
01/12/1988 - 03/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOHEMIA NY)
NA
07/16/1986 - 01/19/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
11/21/1984 - 08/04/1986
E. F. HUTTON & COMPANY INC
BOTH
Issued 10/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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