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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 over 10 years of experience. Patrick Rossi has been associated with Cetera Investment Advisers LLC since 2019. Patrick Rossi has also been associated with Foresters Financial Services, Inc. since 2012. Patrick Rossi holds the Series 6, 7TO, 63, and 65 licenses. Patrick Rossi is registered in 27 states. Patrick Rossi provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Patrick Rossi's client types include individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Patrick Rossi is also the 35% owner of Trident Wealth Planning PLLC, a separate business.
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 09/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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