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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you M? Claim Your ProfileM Patricia Stack is a registered representative and investment advisor representative with Arete Wealth Advisors, LLC. M Patricia Stack is a registered representative in Maryland, Nebraska, New Jersey, and New York. M Patricia Stack is also a registered investment advisor representative in New Jersey and New York. M Patricia Stack has been in the financial services industry since June 6, 1997. Prior to joining Arete Wealth Advisors, LLC, M Patricia Stack worked at National Securities Corporation and Oppenheimer & Co. Inc. M Patricia Stack specializes in providing financial planning, portfolio management, and investment advisory services to high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
03/19/2018 - 07/20/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
11/26/2002 - 03/27/2018
OPPENHEIMER & CO. INC. (MELVILLE NY)
NY
06/03/1997 - 11/21/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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