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 Xavier Gingras is an Investment Advisor Representative at MAI Capital Management, LLC. Patrick has over 25 years of experience in the financial services industry and has held various roles with a number of firms, including Essex Financial Services, Inc., Brenton Point Wealth Advisors LLC, and Watermark Securities, Inc. Patrick specializes in providing financial planning, portfolio management, and pension consulting services. Patrick also has a joint venture with Lindberg & Ripple, a member firm of M Financial Group, whereby Patrick serves as an insurance producer and may introduce Clients to Lindberg & Ripple when a life insurance need is identified. Any commissions or other compensation with respect to the implementation of transactions for, or on behalf of, the Client with such insurance companies is earned directly by Patrick. Such compensation is separate from, and in addition to, any fees payable paid to MAI Capital Management.
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.
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.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
CT
01/12/2022 - Present
MAI Capital Management, LLC (Madison CT)
NY
03/29/2019 - 01/03/2022
WATERMARK SECURITIES, INC. (NEW YORK NY)
CT
05/16/2006 - 05/15/2017
ESSEX FINANCIAL (ESSEX CT)
CT
05/25/1999 - 05/02/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
MA
02/09/1998 - 06/09/1999
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
01/24/1997 - 12/22/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
MA
09/08/1995 - 11/27/1996
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 07/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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