Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Caligiuri is a financial advisor with MML Investors Services, LLC and has been in the industry since 1986. Patrick has a broad range of experience in financial services, having previously worked with firms such as MSI Financial Services, Inc., Lincoln Investment Planning, Inc., MetLife Securities Inc., and Calvert Securities Corporation. Patrick is licensed in 15 states and is a Series 7, Series 24, Series 26, Series 63 and Series 65 licensed professional. He is also a licensed life insurance agent. Patrick is dedicated to providing his clients with personalized financial advice and services tailored to their individual needs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (Doylestown PA)
PA
10/01/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
PA
06/01/2007 - 10/01/2007
LINCOLN INVESTMENT PLANNING, INC. (JENKINTOWN PA)
MD
11/28/2005 - 06/01/2007
METLIFE SECURITIES INC. (COLUMBIA MD)
MD
11/28/2005 - 06/01/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
MD
07/13/1994 - 12/31/2005
CITISTREET EQUITIES LLC (COLUMBIA MD)
NA
07/07/1994 - 07/29/1994
COPELAND EQUITIES, INC.
CA
06/13/1994 - 07/27/1994
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
NJ
09/21/1987 - 06/08/1994
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
07/23/1986 - 09/11/1987
CALVERT SECURITIES CORPORATION
IA
Issued 10/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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