Unclaimed
Patrick Decatalogne is a securities professional with over 30 years of experience in the financial industry. Patrick is currently registered with Castleoak Securities, LP and is licensed to conduct business in several states. Patrick has previously worked with several firms including Blaylock & Company, Inc., Cantor Fitzgerald & Co., Peters & Cook, Inc., Interstate/Johnson Lane Corporation, Electronic Trading Systems, L.P. and J.P. Morgan Securities Inc. Patrick holds a variety of securities licenses, including Series 6, 7, 24, 63, 79 and 99.
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.
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.
1
2
GA
04/07/2006 - Present
Castleoak Securities, LP (Alpharetta GA)
GA
09/26/1997 - 04/25/2006
BLAYLOCK & COMPANY, INC. (ALPHARETTA GA)
NY
03/30/2006 - 04/10/2006
CANTOR FITZGERALD & CO. (NEW YORK NY)
FL
06/10/1996 - 06/26/1997
PETERS & COOK, INC. (PALM BEACH FL)
NC
12/16/1993 - 06/11/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
03/09/1993 - 12/21/1993
ELECTRONIC TRADING SYSTEMS, L.P.
NY
05/21/1990 - 02/09/1993
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NJ
08/12/1987 - 06/21/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 07/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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