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 Klacka is a financial advisor at LPL Financial LLC in San Diego, CA. Patrick is also registered with 15 Equity in Santa Barbara, CA. Patrick has over 14 years of experience in the financial services industry. Patrick earned the Series 7, Series 63, Series 65 and SIE licenses. Patrick is also a Certified Financial Planner. Patrick offers a variety of financial services, including financial planning, portfolio management, and consulting services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
03/13/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
BC
Issued 07/26/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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