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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bungo is a financial advisor with Cadaret, Grant & Co., Inc., located in Wesley Chapel, Florida. Patrick has been in the financial services industry since 2011 and holds a Series 7, Series 6, Series 63, and Series 65 license. Patrick specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Patrick previously worked at Securities America, Inc., Cetera Investment Services LLC, LPL Financial LLC, MetLife Securities Inc., and New England Securities. Patrick is also registered as an Investment Advisor Representative in Florida, Oklahoma, Pennsylvania, South Carolina, and West Virginia.
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.
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.
1
2
FL
01/30/2023 - Present
Cadaret, Grant & CO., Inc. (Wesley Chapel FL)
FL
12/15/2020 - 01/31/2023
SECURITIES AMERICA, INC. (WESLEY CHAPEL FL)
PA
07/14/2017 - 12/14/2020
CETERA INVESTMENT SERVICES LLC (PITTSBURGH PA)
PA
05/27/2016 - 07/20/2017
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
01/02/2015 - 05/31/2016
METLIFE SECURITIES INC. (PITTSBURGH PA)
PA
01/19/2012 - 01/02/2015
NEW ENGLAND SECURITIES (PITTSBURGH PA)
SC
04/11/2011 - 11/03/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MYRTLE BEACH SC)
IA
Issued 07/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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