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Patrick Anthony Woodman

Insigneo International Financial Services LLC

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About Patrick Anthony Woodman

Patrick Anthony Woodman is a financial professional with over 4 years of experience in the industry. Patrick has been registered with Insigneo International Financial Services LLC since October 2023 and previously held roles with Insigneo Securities, LLC, MARIVA CAPITAL MARKETS, LLC, TRADESTATION SECURITIES, INC., SECURITIES AMERICA, INC., and INVESTACORP, INC. Patrick holds a Series 63, Series 4, Series 24, Series 3, Series 7TO and a SIE license. Patrick is currently registered in Florida and Puerto Rico.

Firm Information

Patrick Woodman is currently registered with Insigneo International Financial Services LLC. Insigneo International Financial Services LLC is a Limited Liability Company formed in 1970 and approved in 40 states and the SEC. The firm's main office location is not provided.

Not reported

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patrick Woodman’s Registration & Firm History

FL

10/13/2023 - Present

Insigneo International Financial Services LLC (Miami FL)

FL

09/21/2021 - 10/05/2022

MARIVA CAPITAL MARKETS, LLC (MIAMI FL)

FL

11/12/2020 - 09/27/2021

TRADESTATION SECURITIES, INC. (PLANTATION FL)

FL

07/17/2020 - 10/05/2020

SECURITIES AMERICA, INC. (MIAMI FL)

FL

05/08/2019 - 07/17/2020

INVESTACORP, INC. (MIAMI FL)

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Licenses & Designations

BC

Issued 01/15/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2021

Series 4 - Registered Options Principal Examination

BC

Issued 12/17/2019

Series 24 - General Securities Principal Examination

BC

Issued 06/24/2021

Series 3 - National Commodity Futures Examination

BC

Issued 05/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Anthony Woodman.
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