Unclaimed
Patrick Kundracik is a financial advisor with Cambridge Investment Research, Inc., in Farmington Hills, MI. Patrick has been in the financial services industry since July 5, 2018, and holds a Series 7, Series 9, Series 10, Series 24, and Series 63 license. Patrick is registered in Michigan and Kansas.
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.
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.
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2
MI
12/06/2022 - Present
Cambridge Investment Research, Inc. (Farmington Hills MI)
CO
07/06/2018 - 12/08/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 07/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/22/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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