Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Distaso is an investment advisor representative who is registered with TIAA-CREF Individual & Institutional Services, LLC. Patrick Distaso is a registered investment advisor representative with over 20 years of experience in the industry. Patrick Distaso's office is located in Gainesville, FL. Patrick Distaso works with individuals, high-net-worth individuals, corporations, charitable organizations and other entities. Patrick Distaso offers financial planning services, as well as portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
FL
01/11/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Gainesville FL)
FL
11/01/2018 - 12/11/2018
WELLS FARGO CLEARING SERVICES, LLC (GAINESVILLE FL)
FL
08/24/2017 - 05/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GAINESVILLE FL)
PA
07/09/2010 - 08/07/2017
SCOTTRADE, INC. (STATE COLLEGE PA)
FL
07/16/1996 - 07/17/2008
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 02/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/30/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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