Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Andrew Gunther is a registered investment advisor representative with Independent Advisor Alliance, LLC. Patrick Andrew Gunther is also registered with LPL Financial LLC. Patrick Andrew Gunther has been in the securities industry since October 25, 1993. Patrick Andrew Gunther has a total of 11 years of experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, David Lerner Associates, Inc., and New England Securities. Patrick Andrew Gunther is also a registered investment advisor representative with GenerousWealth, LLC, DBA: (Hybrid) Blackbridge Financial and Blackbridge Financial. Patrick Andrew Gunther has been in the investment advisory industry for 30 years.
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.
1
2
SC
01/29/2021 - Present
Independent Advisor Alliance, LLC (Summerville SC)
NY
06/10/2011 - 08/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JERICHO NY)
NY
01/19/1996 - 06/23/2011
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
01/14/1994 - 01/11/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
10/22/1986 - 01/16/1987
ALLIED CAPITAL GROUP, INC.
BOTH
Issued 08/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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