Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ungashick is an investment advisor representative with Persium Advisors, LLC. Patrick's primary office location is in Atlanta, Georgia. Patrick is a licensed investment advisor representative in Georgia and holds the Series 63, Series 65, Series 7, Series 9, and Series 10 licenses. Patrick has been in the financial industry since 1998 and has experience working at several firms, including MetLife Securities Inc., Metropolitan Life Insurance Company, and Securian Financial Services, Inc. Patrick specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Patrick is also the owner of several other businesses, including Navix Holdings, LLC, Ascent Advisory Partners, LLC, and Palmares Capital Partners, LLC.
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.
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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GA
04/09/2010 - Present
Persium Advisors, LLC (ATLANTA GA)
GA
03/19/2004 - 04/19/2010
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
MA
07/14/1998 - 02/17/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/14/1998 - 02/17/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/18/1998 - 05/06/1998
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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