Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Daniel Newton is an investment advisor representative registered with Private Advisor Group, LLC. Patrick has been in the industry since January 1, 2005. Patrick is licensed to provide investment advice and services in several states, including New York, Arizona, California, Maryland, New Jersey, Pennsylvania and South Carolina. In addition to securities registration, Patrick holds licenses as an investment advisor representative in New York. Patrick is a licensed agent for Private Advisor Group, LLC and has worked with them since June 2013. Prior to that, Patrick was an agent for LPL Financial LLC for over 5 years. Patrick holds a Series 6, Series 7 and Series 63 license. Patrick offers financial planning, portfolio management, and educational seminars. Patrick's client base includes individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
05/07/2021 - Present
Private Advisor Group, LLC (East Syracuse NY)
NY
04/05/2011 - 01/15/2013
IBN FINANCIAL SERVICES, INC. (NORTH SYRACUSE NY)
NY
11/06/2007 - 01/11/2011
LPL FINANCIAL LLC (LIVERPOOL NY)
NY
10/11/2004 - 11/07/2007
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 09/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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