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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gennaro Perrotta is a financial advisor with Cetera Investment Advisers LLC in Lombard, Illinois. Patrick has been in the financial industry since 2005 and has a wide range of experience in providing investment advice to individuals, businesses, and institutions. Patrick holds Series 7, 31, and 63 securities licenses, as well as a Series 65 investment advisor license. Patrick is also registered with the state of Illinois as a Registered Representative and an Investment Advisor Representative. Prior to joining Cetera, Patrick worked at Ameriprise Financial Services, Inc., Wells Fargo Advisors LLC, H. Beck, Inc., and Morgan Stanley DW Inc. Patrick is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
1
2
IL
11/30/2017 - Present
Cetera Investment Advisers LLC (LOMBARD IL)
IL
08/30/2016 - 10/05/2017
AMERIPRISE FINANCIAL SERVICES, INC. (SCHAUMBURG IL)
IL
01/24/2014 - 09/01/2016
WELLS FARGO ADVISORS, LLC (WOODSTOCK IL)
IL
09/15/2006 - 12/31/2013
H. BECK, INC. (ITASCA IL)
NY
06/29/2005 - 06/07/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
02/17/1987 - 03/24/1987
ALLIED CAPITAL GROUP, INC.
NA
08/19/1986 - 02/20/1987
DUNHILL INVESTMENTS LTD.
IA
Issued 8/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/29/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 6/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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