Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Guinet is a financial advisor with Guardian Financial Partners, LLC. Patrick has been in the financial services industry for over 30 years. He is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative (IAR) in California and Texas. Patrick specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. He has a strong background in the financial services industry, having worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Prudential Securities Incorporated.
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.
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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CA
04/28/2017 - Present
Guardian Financial Partners, LLC (Orange CA)
CA
07/01/2003 - 05/01/2017
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
NY
10/31/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/21/1986 - 11/02/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 03/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1993
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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