Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Sreenan is a financial advisor currently registered with Cetera Investment Advisers LLC. Patrick has been a licensed financial professional since 1998, and has a wide range of experience in the financial services industry, with prior registration with firms such as Mutual Service Corporation and Capital Brokerage Corporation. Patrick holds several licenses, including the Series 6, Series 63, and SIE exams, allowing Patrick to provide a comprehensive suite of services to individuals, businesses, and institutions. Patrick's experience spans various areas, including fixed insurance, property & casualty, life and health insurance, and real estate investments. With a focus on building long-term client relationships, Patrick is dedicated to providing personalized financial advice and guidance to help clients 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.
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2
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (DEERFIELD BEACH FL)
FL
01/13/2003 - 05/30/2008
MUTUAL SERVICE CORPORATION (DEERFIELD BEACH FL)
VA
12/07/2001 - 01/15/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
FL
09/16/1998 - 12/12/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 3/2/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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