Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Manzi is a financial advisor with over 25 years of experience in the industry. Patrick is currently registered with Citigroup Global Markets Inc. and has previously worked with a number of other firms including Pruco Securities, LLC., Princor Financial Services Corporation, Credit Suisse Securities (USA) LLC and Lehman Brothers Inc. Patrick is a Series 7, Series 24, Series 3, Series 63, Series 65, Series 72, Series 79TO, and Series 9/Series 10 licensed professional.
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.
Asset allocation advice
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
SC
08/17/2021 - Present
Citigroup Global Markets Inc. (Fort Mill SC)
NJ
09/12/2016 - 10/12/2016
PRUCO SECURITIES, LLC. (ISELIN NJ)
NY
09/17/2014 - 01/13/2016
PRINCOR FINANCIAL SERVICES CORPORATION (Melville NY)
NY
10/13/2008 - 11/27/2012
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
03/01/2007 - 06/03/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
03/07/1997 - 03/07/2007
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/13/1995 - 02/24/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/21/1994 - 01/17/1995
U.S. STERLING SECURITIES, INC. (HAUPPAUGE NY)
NA
04/10/1994 - 09/13/1994
LONG ISLAND NETWORK SECURITIES, INC.
MA
01/04/1993 - 11/18/1993
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 12/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2000
Series 3 - National Commodity Futures Examination
BC
Issued 12/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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