Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Patin is a financial professional with over 18 years of experience in the financial services industry. Gerard is registered with Cetera Investment Advisers LLC and holds a Series 6, 7 and 63 licenses. Gerard also holds the CFP® designation. Gerard is a highly experienced financial professional who is committed to providing his clients with personalized financial advice and guidance. His previous affiliations include MML Investors Services, LLC and MSI Financial Services, Inc.. Gerard is dedicated to helping his clients reach their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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2
LA
03/21/2024 - Present
Cetera Investment Advisers LLC (LAFAYETTE LA)
LA
03/25/2017 - 08/31/2022
MML INVESTORS SERVICES, LLC (LAFAYETTE LA)
LA
12/16/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LAFAYETTE LA)
LA
12/16/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MONROE LA)
BC
Issued 6/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/25/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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