Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gara is a financial advisor with over 20 years of experience in the industry. Patrick is currently registered with Assetmark, Inc. in Illinois as both a registered representative and an investment advisor representative. Prior to joining Assetmark, Patrick worked at several other firms including GWFS Equities, Inc., PNC Investments, and Capital Brokerage Corporation. Patrick holds Series 6, 63, and 65 licenses. Patrick's experience allows him to provide a wide range of financial services to individuals, businesses, and institutional clients. Patrick's clients include high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
11/23/2016 - Present
Assetmark, Inc. (Chicago IL)
CO
05/14/2015 - 09/29/2016
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
PA
11/07/2014 - 04/29/2015
PNC INVESTMENTS (OAKMONT PA)
IL
08/15/2014 - 10/13/2014
ASSETMARK BROKERAGE, LLC (Chicago IL)
VA
12/04/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
11/08/2007 - 11/15/2013
CAPITAL BROKERAGE CORPORATION (CHICAGO IL)
CA
01/13/2006 - 01/03/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
MN
02/26/2004 - 12/13/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/26/2004 - 12/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Gara is the right advisor for you? Invested Better is here to help.
