Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick D'angelo Armano-amato is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has been in the securities industry since March 5, 2023 and holds registrations in 14 states. Patrick is a Series 66, Series 7TO, and SIE licensed representative. Patrick is a board member with the Los Angeles LGBTQ Chamber of Commerce. Patrick's current employment is with Merrill Lynch, Pierce, Fenner & Smith Inc. in the Los Angeles, CA branch office. Patrick's specializations are: Financial Planning, Investment Advice, Portfolio Management, Investment Research, and Insurance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
06/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
BOTH
Issued 04/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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