Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Glenn Bennett is a financial advisor with Cadaret, Grant & Co., Inc. based in Santa Cruz, California. Patrick has been working in the financial industry since 1996. Patrick has licenses in 18 states and is registered with both FINRA and the SEC. Patrick specializes in providing financial planning services, portfolio management, and selection of other advisers. Patrick is also registered to provide investment advice in California and Texas.
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
CA
01/26/2023 - Present
Cadaret, Grant & CO., Inc. (Santa Cruz CA)
CA
10/31/2014 - 02/06/2023
LPL FINANCIAL LLC (LOS GATOS CA)
CA
09/02/2011 - 11/04/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SAN JOSE CA)
CA
10/23/2009 - 09/06/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)
CA
04/29/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN JOSE CA)
NY
07/16/1999 - 05/13/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
12/06/1996 - 07/12/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 01/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Bennett is the right advisor for you? Invested Better is here to help.
