Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Calderigi is a financial advisor who has been working in the financial services industry since 1993. Patrick is currently registered with LPL Financial LLC in San Clemente, CA. Patrick is also a registered investment advisor. Patrick has experience providing financial and insurance analysis, and has a strong background in investment services. Patrick also provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisers. Patrick has served clients at John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Metropolitan Life Insurance Company, MetLife Securities Inc., Financial Network Investment Corporation, NFP Securities, Inc. and LPL Financial 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.
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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2
CA
03/28/2013 - Present
LPL Financial LLC (SAN CLEMENTE CA)
CA
06/01/2000 - 02/05/2010
NFP SECURITIES, INC. (SANTA MONICA CA)
CA
11/07/1997 - 06/01/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
08/12/1997 - 11/11/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/12/1997 - 11/11/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/10/1993 - 04/01/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/10/1993 - 04/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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