Unclaimed
Patrick Camilli is a financial advisor with over 3 years of experience in the industry. He currently works at Grant Williams LP, based in Philadelphia, PA. Patrick Camilli holds the Series 7TO, Series 63 and Series 66 licenses and is registered in Pennsylvania. Previously, Patrick Camilli worked at Vanguard Marketing Corporation in Malvern, PA.
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
PA
08/17/2024 - Present
Grant Williams LP (PHILADELPHIA PA)
PA
08/22/2019 - 09/08/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 10/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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