Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patric? Claim Your ProfilePatric Nassar is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Patric has been in the financial services industry since 2001. Patric has worked at several firms including Hancock Whitney Investment Services Inc. and Fifth Third Securities, Inc. Patric is registered with the state of Florida and has earned the Series 6, Series 7, and Series 66 licenses. Patric is a member of the finance committee for St. Joseph's Hospital and serves as a board member for Meals on Wheels. Patric's specializations include retirement planning, college savings, estate planning, and insurance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
08/28/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAINT PETERSBURG FL)
FL
09/25/2014 - 07/29/2019
HANCOCK WHITNEY INVESTMENT SERVICES INC. (TAMPA FL)
FL
05/11/2011 - 09/29/2014
FIFTH THIRD SECURITIES, INC. (TAMPA FL)
FL
05/20/2002 - 04/21/2011
SUNTRUST INVESTMENT SERVICES, INC. (ZEPHYRHILLS FL)
KS
08/15/2001 - 04/01/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 11/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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