Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Trucco is an Investment Advisor Representative associated with Rockefeller Financial LLC. Patrick has been in the industry for 7 years, and is currently registered with the State of Wyoming. Patrick is also registered with the following states: Arizona, California, Florida, Idaho, Massachusetts, New York, Oregon and Washington. Patrick's practice focuses on providing financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals. Prior to joining Rockefeller Financial LLC, Patrick was employed by J.P. Morgan Securities LLC. Patrick is a dedicated professional with a strong commitment to helping 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.
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
WY
02/21/2024 - Present
Rockefeller Financial LLC (Jackson WY)
WY
09/29/2023 - 01/25/2024
J.P. MORGAN SECURITIES LLC (Jackson WY)
WY
07/15/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Jackson WY)
BC
Issued 12/20/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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