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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hynes is a financial advisor with Cetera Investment Advisers LLC and has over 20 years of experience in the financial services industry. Patrick has held several positions at various firms, including Voya Financial Advisors, Inc., Susquehanna Financial Group, LLLP, and Banc of America Securities LLC. Patrick's experience spans several areas, including financial planning, portfolio management, and client services. Patrick is licensed to provide investment advice in Pennsylvania 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.
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2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONSHOHOCKEN PA)
PA
12/12/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CONSHOHOCKEN PA)
PA
11/02/2005 - 02/07/2006
SUSQUEHANNA FINANCIAL GROUP, LLLP (BALA CYNWYD PA)
NY
10/20/2000 - 04/17/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
IA
Issued 9/2/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 1/22/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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