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 Pereira is a financial advisor with Oppenheimer & Co. Inc., based in Coral Gables, FL. Patrick has been in the financial services industry since 1995. Prior to joining Oppenheimer, Patrick was employed by Wells Fargo Clearing Services, LLC. Patrick has extensive experience in the financial industry, holding various licenses and registrations including Series 7, Series 3, Series 63, and Series 66. Patrick is a registered representative in Florida and New Jersey. Patrick is also a registered investment advisor in Florida. Patrick provides financial planning, portfolio management for individuals and businesses and pension 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/04/2021 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
08/26/2016 - 05/21/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
06/09/2005 - 01/21/2015
SANTANDER SECURITIES LLC (MIAMI FL)
FL
10/19/2001 - 04/30/2004
COUTTS SECURITIES INC. (MIAMI FL)
NY
04/27/1995 - 06/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1998
Series 3 - National Commodity Futures Examination
BC
Issued 04/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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