Unclaimed
Patrick Bunyamanop is an active investment advisor representative with LPL Enterprise, LLC. Patrick has been in the industry since September 25, 1998. Patrick has been registered with LPL Enterprise, LLC since November 2024. Previously, Patrick was registered with Pruco Securities, LLC. and American Express Financial Advisors Inc.. Patrick is licensed in several states, including California, Texas, Arizona, Florida, Idaho, Nevada, Oregon, and Washington. Patrick provides financial planning, portfolio management, and other non-discretionary advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/14/2024 - Present
LPL Enterprise, LLC (SHERMAN OAKS CA)
CA
12/14/2001 - 02/26/2020
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
MN
06/07/2001 - 01/11/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/07/2001 - 01/11/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/12/2001 - 04/04/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/08/2000 - 02/07/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
05/29/1998 - 07/14/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/29/1998 - 07/14/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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