Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Francis Cusick is a financial advisor with LPL Financial LLC, based in Brownsville, TX. Patrick has been in the financial industry since 2007. He is registered with the state of Texas and Tennessee. He is also a registered representative with FINRA. Patrick has a variety of licenses and certifications including Series 6, 7, 63, and 65. He has worked for various firms including BBVA Compass Investment Solutions, Inc, BBVA Securities Inc., and Chase Investment Services Corp. Patrick offers financial planning, portfolio management, and investment advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
09/18/2024 - Present
LPL Financial LLC (BROWNSVILLE TX)
TX
05/16/2013 - 07/02/2021
BBVA SECURITIES INC. (BROWNSVILLE TX)
TX
08/27/2008 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (BROWNSVILLE TX)
TX
05/17/2007 - 08/13/2008
CHASE INVESTMENT SERVICES CORP. (BROWNSVILLE TX)
IA
Issued 10/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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