Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pat? Claim Your ProfilePat Ingrassia is an active investment advisor representative, registered with Janney Montgomery Scott LLC. Pat has over 39 years of experience in the financial services industry. Pat holds Series 63, 7, 24 and SIE licenses and is also a Certified Financial Planner. Pat is licensed to provide investment advice in a number of states, including Alabama, Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Maryland, Massachusetts, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia and Washington. Pat previously worked with A. G. Edwards & Sons, Inc., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J. T. MORAN & CO., INC., BLINDER, ROBINSON & CO., INC., WELLS FARGO CLEARING SERVICES, LLC, and WELLS FARGO ADVISORS LLC. Pat provides advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
05/21/2020 - Present
Janney Montgomery Scott LLC (Hauppauge NY)
NY
01/01/2008 - 06/02/2020
WELLS FARGO CLEARING SERVICES, LLC (HAUPPAUGE NY)
NY
08/21/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SMITHTOWN NY)
NY
03/29/1990 - 08/20/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/10/1989 - 02/20/1990
J. T. MORAN & CO., INC.
NA
12/21/1982 - 11/15/1988
BLINDER, ROBINSON & CO., INC.
BC
Issued 01/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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