Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Anthony Depinto is a registered representative with LPL Financial LLC. Patrick is a financial advisor with a combined 2 years of experience in the financial industry. Prior to joining LPL Financial LLC, Patrick was a registered representative with LINCOLN FINANCIAL SECURITIES CORPORATION. Patrick holds the Series 63, Series 65, and Series 6TO securities licenses and the SIE exam. Patrick Anthony Depinto is a financial advisor who works with individuals, families, and businesses to help them achieve their financial goals.
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
NC
08/03/2024 - Present
LPL Financial LLC (GREENSBORO NC)
NC
06/13/2022 - 05/16/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
IA
Issued 08/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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