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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 Healey is a financial advisor with over 15 years of experience in the industry. Patrick Healey is currently registered with Arete Wealth Advisors, LLC. Patrick Healey has a wide range of experience in financial planning, retirement planning, estate planning, and college planning. Patrick Healey also has experience in business planning and planned giving for non-profit organizations. Patrick Healey is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Patrick Healey holds a Series 63, Series 65, Series 7, and SIE licenses and is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
NJ
08/29/2022 - Present
Arete Wealth Advisors, LLC (Red Bank NJ)
NJ
11/13/2013 - 08/29/2022
KALOS CAPITAL, INC. (RED BANK NJ)
NJ
03/26/2010 - 11/15/2013
SECURITIES AMERICA, INC. (ISELIN NJ)
NY
09/30/2008 - 03/26/2010
METLIFE SECURITIES INC. (NEW YORK NY)
NY
05/03/2006 - 08/08/2007
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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