Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ferraro is an investment advisor representative with TSG Alpha Partners, LLC. Patrick has over 20 years of experience in the financial services industry. Patrick has a strong track record of providing investment advice and portfolio management services to individual and institutional clients. Patrick is also a registered investment advisor representative with PHX Financial Inc. Patrick is dedicated to providing his clients with personalized financial advice and helping them reach their financial goals. Patrick is also an advisor for The Spaventa Group and has a specialization in retirement plan consulting services.
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.
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.
Retirement plan consulting services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/21/2022 - Present
TSG Alpha Partners, LLC (RONKONKOMA NY)
NY
11/27/2019 - 12/02/2021
PHX FINANCIAL, INC. (Hauppauge NY)
NY
08/24/2012 - 11/29/2019
CAPE SECURITIES INC. (Holtsville NY)
NY
07/18/2011 - 08/24/2012
SALOMON WHITNEY LLC (HOLBROOK NY)
NY
06/12/2009 - 07/05/2011
FIRST MIDWEST SECURITIES, INC. (HOLBROOK NY)
NY
02/26/2009 - 06/15/2009
J.P. TURNER & COMPANY, L.L.C. (HOLTSVILLE NY)
NY
05/29/2007 - 03/11/2009
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
NY
05/10/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (JERICHO NY)
NY
03/12/2004 - 03/08/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
WI
10/16/2001 - 05/06/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/16/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
01/05/2001 - 07/13/2001
SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)
MA
10/19/2000 - 01/05/2001
CANTELLA & CO., INC. (MALDEN MA)
NY
06/08/1998 - 10/16/2000
GLOBAL CAPITAL MARKETS, LLC (MELVILLE NY)
IA
Issued 08/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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