Unclaimed
Patrick Negado is a financial professional with over 20 years of experience in the financial services industry. Patrick has worked with Allstate Financial Services, LLC since 2011. Previously, Patrick was with Hornor, Townsend & Kent, Inc., Bankers Life Securities, Inc., Transamerica Financial Advisors, Inc, NFP Securities, Inc., MML Investors Services, Inc., and 1717 Capital Management Company. Patrick is licensed to provide securities and investment advisory services in multiple states. Patrick holds the Series 6, Series 7, Series 63 and Series 65 licenses and the SIE designation.
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.
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.
1
2
CA
06/20/2017 - Present
Allstate Financial Services, LLC (HAYWARD CA)
CA
02/27/2017 - 06/15/2017
HORNOR, TOWNSEND & KENT, INC. (SAN RAMON CA)
CA
06/14/2016 - 02/16/2017
BANKERS LIFE SECURITIES, INC. (Campbell CA)
CA
09/04/2013 - 10/30/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (MILPITAS CA)
CA
03/04/2011 - 07/30/2013
ALLSTATE FINANCIAL SERVICES, LLC (SAN RAMON CA)
WA
07/08/2009 - 02/23/2011
NFP SECURITIES, INC. (SEATTLE WA)
MA
01/07/2003 - 08/18/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
DE
02/11/1998 - 01/09/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 08/03/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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