Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stephen Patsy is a financial advisor with LPL Financial LLC. John has been in the financial services industry since 2008 and has a combined 14 years of experience in both investment advisory and brokerage services. John holds Series 66 and Series 7 licenses and has earned the Certified Financial Planner designation. John is registered to offer financial advice and securities in Florida, Georgia, Massachusetts, New York, North Carolina and South Carolina.
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.
Consulting and other non-discretionary advisory services
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.
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NY
08/03/2021 - Present
LPL Financial LLC (HAUPPAUGE NY)
NY
01/28/2008 - 04/30/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HAUPPAUGE NY)
BOTH
Issued 02/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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