Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Boria is a financial advisor with over 25 years of experience in the financial industry. Patrick is a registered representative of Cambridge Investment Research Advisors, Inc., and provides financial planning, portfolio management, and other investment-related services to individual and institutional clients. He is a licensed investment advisor in several states and holds a Series 6, 7, and 63 licenses. In addition to working with Cambridge, Patrick has previously worked with MetLife Securities Inc., and Metropolitan Life Insurance Company. Patrick is committed to providing his clients with personalized service and helping them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
12/02/2016 - Present
Cambridge Investment Research Advisors, Inc. (Minneapolis MN)
MN
01/05/1996 - 03/13/2006
METLIFE SECURITIES INC. (MINNEAPOLIS MN)
MN
01/05/1996 - 03/13/2006
METROPOLITAN LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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