Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patat is a financial advisor with Raymond James & Associates, Inc. located in Naples, Florida. John has 26 years of experience in the financial services industry and is registered with both the Financial Industry Regulatory Authority (FINRA) and the state of Florida. John has a broad range of experience and holds several professional licenses and certifications. Prior to joining Raymond James & Associates, Inc., John worked for Morgan Stanley and Wells Fargo Advisors.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/29/2025 - Present
Raymond James & Associates, Inc. (NAPLES FL)
FL
10/25/2012 - 02/22/2022
MORGAN STANLEY (Naples FL)
FL
07/01/2003 - 10/26/2012
WELLS FARGO ADVISORS, LLC (NAPLES FL)
NY
04/16/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
04/01/1999 - 04/29/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/22/1997 - 03/31/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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