Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Edward Pesavento is a financial advisor who has been in the industry since 1996. Patrick is currently registered with Robert W. Baird & Co. Inc. in Winston-Salem, NC. Patrick has previously been employed by Legg Mason Wood Walker, Incorporated, Wachovia Securities, Inc., Wachovia Capital Markets, Inc., and Wachovia Brokerage Service. Patrick holds a Series 63, Series 52TO, SIE, Series 7 and Series 52 license. Patrick is registered with the following states: Alabama, Arizona, California, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NC
09/06/2005 - Present
Robert W. Baird & Co. Inc. (Winston-Salem NC)
MD
11/16/2000 - 09/13/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NC
04/01/1999 - 11/06/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
06/01/1998 - 04/01/1999
WACHOVIA CAPITAL MARKETS, INC. (WINSTON SALEM NC)
NC
05/20/1997 - 06/01/1998
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NC
11/25/1992 - 03/03/1994
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
BC
Issued 02/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1992
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Patrick Pesavento is the right advisor for you? Invested Better is here to help.
