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Patrick Alexander Liberona

Flourish Financial LLC

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About Patrick Alexander Liberona

Patrick Liberona is a financial professional with over 4 years of experience in the industry. Patrick is currently registered with Flourish Financial LLC and is Series 63, Series 6TO, and SIE licensed. Patrick has previously worked for J.P. MORGAN SECURITIES LLC and AIG CAPITAL SERVICES, INC.. Patrick is licensed to provide financial services in all 50 states and the District of Columbia.

Firm Information

Patrick Liberona is currently registered with Flourish Financial LLC. Flourish Financial LLC is a Limited Liability Company formed on November 3, 2017. They are registered to provide services in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. They have also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patrick Liberona’s Registration & Firm History

NJ

04/18/2024 - Present

Flourish Financial LLC (Jersey City NJ)

NJ

02/16/2023 - 03/21/2024

J.P. MORGAN SECURITIES LLC (Jersey City NJ)

CA

01/24/2020 - 10/10/2022

AIG CAPITAL SERVICES, INC. (WOODLAND HILLS CA)

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Licenses & Designations

BC

Issued 08/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Alexander Liberona.
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