Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Henry Cerrato has been in the financial services industry for over 15 years and is currently registered with Eaton Vance Management in Boston, MA. Patrick has experience with a range of products and services, including Investment Company Products/Variable Contracts, General Securities, Investment Banking, and Securities Industry Essentials. Patrick holds licenses for Series 6, 7, 63, 66, and 79 and is registered in Massachusetts, New York, and New Jersey. Prior to joining Eaton Vance Management, Patrick was with Fidelity Investments Institutional Services Company, Inc. in Smithfield, RI.
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.
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.
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.
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 portfolio income
1
2
MA
08/04/2009 - Present
Eaton Vance Management (BOSTON MA)
RI
01/28/2008 - 03/06/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 08/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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