Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gerard Talamo is a financial advisor currently associated with Arkadios Wealth Advisors. Patrick has been a registered representative since August 1999 and has been in the industry for 24 years. Patrick has passed multiple securities exams including Series 63, Series 65, Series 7 and SIE. In addition to working with Arkadios Wealth Advisors, Patrick is also an independent agent for Protective Life Insurance.
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.
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
LA
06/20/2024 - Present
Arkadios Wealth Advisors (BATON ROUGE LA)
LA
11/11/2011 - 06/25/2024
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
08/05/2004 - 11/11/2011
MORGAN KEEGAN & COMPANY, INC. (BATON ROUGE LA)
TN
03/08/2004 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IL
03/23/2000 - 03/05/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
08/26/1999 - 03/29/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Talamo is the right advisor for you? Invested Better is here to help.
