Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Andre Sier is a financial advisor with Independent Financial Partners. Patrick has been in the financial services industry since 2001 and is a Certified Financial Planner. Patrick has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Patrick holds Series 7, 63, and 66 securities licenses, as well as a SIE license. Patrick specializes in financial planning, pension consulting, and portfolio management.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
10/23/2024 - Present
Independent Financial Partners (TAMPA FL)
RI
01/10/2014 - 12/31/2019
SCF SECURITIES, INC. (BARRINGTON RI)
RI
10/14/2010 - 12/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
06/01/2009 - 10/11/2010
MORGAN STANLEY SMITH BARNEY (PROVIDENCE RI)
RI
04/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PROVIDENCE RI)
RI
07/27/2001 - 04/29/2008
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
NY
04/03/2001 - 08/16/2001
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 11/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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