Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Rossi is a financial advisor with Cetera Investment Advisers LLC in Renton, WA. Patrick is a registered investment advisor representative in Texas and Washington. Patrick has been in the financial services industry since 2012, starting at Foresters Financial Services, Inc. Patrick holds the Series 6, Series 7TO, Series 63 and Series 65 licenses. Patrick provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Patrick also owns 35% of Trident Wealth Planning PLLC, which is another financial firm.
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.
A percentage of the total value of assets under management is charged.
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WA
06/19/2019 - Present
Cetera Investment Advisers LLC (RENTON WA)
WA
07/03/2012 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (RENTON WA)
IA
Issued 9/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/8/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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