Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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