Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Smetek is a financial professional with over 40 years of experience in the industry. Patrick is currently a Registered Representative with Sunbelt Securities, Inc. Patrick has previously held positions at Texas Capital Securities, Inc., Block Trading Inc., Smetek, Van Horn and Cormack, Inc., Schaefer Securities, Inc., Texas First Brokerage Services, Inc., Capital Quest Securities, Inc. and Fidelity Brokerage Services, Inc. Patrick holds Series 3, 4, 7, 14, 24, 63, 79TO, 99TO, and SIE licenses. Patrick is registered in 29 states. Patrick specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
01/22/1999 - Present
Sunbelt Securities, Inc. (Houston TX)
TX
12/22/1989 - 07/16/1998
TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)
TX
09/01/1994 - 11/21/1994
BLOCK TRADING INC. (HOUSTON TX)
TX
12/21/1983 - 05/21/1993
SMETEK, VAN HORN AND CORMACK, INC. (HOUSTON TX)
NA
11/16/1987 - 12/09/1987
SCHAEFER SECURITIES, INC.
NA
05/16/1984 - 10/01/1987
TEXAS FIRST BROKERAGE SERVICES, INC.
NA
03/22/1983 - 06/01/1984
CAPITAL QUEST SECURITIES, INC.
NA
07/22/1982 - 03/02/1983
FIDELITY BROKERAGE SERVICES, INC.
BC
Issued 11/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/15/2004
Series 4 - Registered Options Principal Examination
BC
Issued 11/03/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Smetek is the right advisor for you? Invested Better is here to help.
