Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Markunas is a financial advisor who has been active in the industry since 2017. Patrick has a strong background in financial planning and investment management, with experience at firms such as TD Ameritrade and Charles Schwab. He is currently a registered investment advisor representative (IAR) with Fisher Investments, a well-respected firm known for its disciplined investment approach. Patrick specializes in portfolio management for individuals, families, and businesses, and is committed to providing personalized advice to help clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/18/2021 - Present
Fisher Investments (PLANO TX)
NE
03/22/2021 - 06/22/2021
TD AMERITRADE, INC. (OMAHA NE)
CA
06/23/2020 - 01/15/2021
CHARLES SCHWAB & CO., INC. (Mission Viejo CA)
CA
06/26/2017 - 06/11/2020
TD AMERITRADE, INC. (TORRANCE CA)
BOTH
Issued 10/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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