Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Byrne is a financial advisor with Cetera Investment Advisers LLC. Patrick has been in the industry since February 10, 1993. Patrick specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Prior to joining Cetera Investment Advisers LLC, Patrick was with Cetera Advisor Networks LLC, Maximus Financial Services, and Walnut Street Securities, Inc. Patrick is registered with FINRA and the state of New York.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (NESCONSET NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (NESCONSET NY)
NY
05/16/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
01/30/1998 - 05/20/2002
KIRLIN SECURITIES INC. (SYOSSET NY)
CA
12/02/1996 - 03/05/1998
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
11/14/1996 - 02/24/1998
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
MO
12/11/1994 - 11/05/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IL
07/08/1993 - 12/13/1994
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
08/13/1993 - 12/12/1994
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
02/03/1993 - 07/08/1993
EAB SECURITIES, INC.
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/30/2007
Series 4 - Registered Options Principal Examination
BC
Issued 04/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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