Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patric? Claim Your ProfilePatric Piantedosi is a registered representative with Retirement Planners of America and has been in the industry since 2008. Patric is licensed to offer financial advice in California and is currently registered with the state of California. Patric has held previous roles at CHIMERA SECURITIES, LLC in New York, NY, and O'NEIL SECURITIES, INCORPORATED in Boston, MA. Patric specializes in individual and high-net-worth clients and offers financial planning and portfolio management services.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
07/15/2016 - Present
Retirement Planners OF America (PLANO TX)
NY
09/02/2015 - 01/04/2016
CHIMERA SECURITIES, LLC (NEW YORK NY)
MA
03/21/2008 - 02/12/2010
O'NEIL SECURITIES, INCORPORATED (BOSTON MA)
BOTH
Issued 06/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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