Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Francisco is an Investment Advisor Representative who has been in the financial services industry for over 37 years. Patrick is registered with Cetera Investment Advisers LLC and offers services to individuals, high-net-worth individuals, trusts, estates, corporations and charitable organizations. Patrick also has experience with fixed insurance products including life, annuities and LTC. Prior to joining Cetera Investment Advisers, Patrick worked at Cetera Advisor Networks LLC, Woodbury Financial Services, Inc., Tower Square Securities, Inc., Park Avenue Securities LLC, Guardian Investor Services Corporation, Capital Management Securities, Inc., Aeges Investments, Inc., B.C. Christopher Securities Co. and Morison Securities, Inc. Patrick holds Series 6, Series 63, Series 65, and SIE licenses.
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.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (DULUTH MN)
MN
02/03/2006 - 10/28/2010
WOODBURY FINANCIAL SERVICES, INC. (DULUTH MN)
CA
04/10/2003 - 02/17/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
05/03/1999 - 04/25/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/27/1993 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MN
07/13/1990 - 04/20/1993
CAPITAL MANAGEMENT SECURITIES, INC. (MINNEAPOLIS MN)
MN
01/05/1989 - 07/24/1990
AEGIS INVESTMENTS, INC. (ST LOUIS PARK MN)
NA
12/23/1988 - 01/19/1989
B.C. CHRISTOPHER SECURITIES CO.
NA
10/08/1985 - 12/23/1988
MORISON SECURITIES, INC.
IA
Issued 7/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/7/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/7/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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