Unclaimed
Patrick Gherity is a financial advisor with over 27 years of experience in the industry. Patrick is currently registered with LPL Financial LLC, and has been with the firm since April 2023. Prior to joining LPL Financial LLC, Patrick worked for U.S. BANCORP INVESTMENTS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., CUNA BROKERAGE SERVICES, INC., BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC., NEXT FINANCIAL GROUP, INC., USALLIANZ SECURITIES, INC. and USALLIANZ INVESTOR SERVICES, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
04/28/2023 - Present
LPL Financial LLC (VADNAIS HEIGHTS MN)
MN
05/20/2019 - 05/04/2023
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
WI
11/04/2014 - 05/21/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (AMERY WI)
MN
01/13/2010 - 11/04/2014
CUNA BROKERAGE SERVICES, INC. (EDINA MN)
MN
12/11/2007 - 01/04/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
09/01/2006 - 12/13/2007
NEXT FINANCIAL GROUP, INC. (SAINT PAUL MN)
MN
02/16/2005 - 09/06/2006
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MN
12/10/1999 - 02/03/2005
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
NY
01/16/1996 - 09/30/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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