Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Infante is a financial advisor with over 25 years of experience in the financial services industry. Patrick is currently registered with Cuso Financial Services, LP and has been with the firm since June 2022. Patrick is a Series 7 and Series 66 licensed professional and specializes in providing financial planning and investment advice to individuals, families, and businesses. Patrick is committed to helping clients achieve their financial goals and has a proven track record of success.
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
CA
06/27/2022 - Present
Cuso Financial Services, LP (VAN NUYS CA)
CA
02/26/2020 - 06/29/2022
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
01/02/2018 - 01/06/2020
MURIEL SIEBERT & CO., INC. (Beverly Hills CA)
CA
08/31/2017 - 12/31/2017
STOCKCROSS FINANCIAL SERVICES, INC. (BEVERLY HILLS CA)
CA
01/03/2011 - 08/14/2017
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
02/27/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
CA
04/03/2007 - 03/06/2009
E*TRADE SECURITIES LLC (LOS ANGELES CA)
CA
02/01/2007 - 03/16/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CA
08/02/2000 - 12/04/2006
TD AMERITRADE, INC. (BEVERLY HILLS CA)
NJ
06/12/1998 - 07/10/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CT
10/03/1997 - 04/29/1998
MERIT CAPITAL ASSOCIATES, INC. (WESTPORT CT)
FL
09/24/1997 - 10/06/1997
D.L. CROMWELL INVESTMENTS, INC. (BOCA RATON FL)
NY
02/05/1997 - 09/15/1997
VTR CAPITAL, INC. (NEW YORK NY)
FL
12/06/1996 - 02/06/1997
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
FL
03/22/1996 - 12/04/1996
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
FL
02/15/1996 - 03/07/1996
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
BOTH
Issued 05/02/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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