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 a financial advisor registered with Cetera Investment Advisers LLC. Patrick is active in both the broker-dealer and investment advisor space, with a long history of experience dating back to 1985. Patrick has Series 6, 63, and 65 licenses, as well as the SIE exam. Patrick specializes in offering financial planning, portfolio management for individuals and businesses, and pension consulting. Patrick is registered to offer investment advisory services in Minnesota and Texas, and broker-dealer services in sixteen other states.
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 07/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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