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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Bruce Patire is a financial advisor with Arkadios Wealth Advisors, located in Atlanta, GA. Joseph has been in the financial industry since 1998. The advisor holds a Series 7, 63, 24, and 53 license and is registered as an Investment Advisor Representative in Georgia and New York. Joseph has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The advisor specializes in providing financial planning, pension consulting, and portfolio management services. Joseph is also a Board Member for Hoosick Falls Central School District, Managing Director/Financial Advisory work for DJRCSM, LLC and MD/Owner for Patire Holdings, LLC.
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.
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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GA
09/12/2024 - Present
Arkadios Wealth Advisors (ATLANTA GA)
GA
02/13/2013 - 10/17/2018
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
09/01/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
GA
08/04/2005 - 09/30/2010
YIELDQUEST SECURITIES, LLC (ATLANTA GA)
GA
06/21/2004 - 10/04/2005
REGISTER & AKERS INVESTMENTS, INC. (ATLANTA GA)
OH
09/06/2001 - 07/01/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MO
10/01/1999 - 09/20/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
09/08/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 07/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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