Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Donica is an Investment Advisor Representative at Cetera Investment Advisers LLC. Patrick is a financial professional with over 30 years of experience in the financial services industry. Patrick has been registered with FINRA since 1984. Patrick has also been registered with the state of Oklahoma since 1984.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
OK
08/10/2023 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
11/12/1986 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (TULSA OK)
NA
10/17/1986 - 11/10/1986
MIMLIC SALES CORPORATION
NA
02/07/1986 - 10/28/1986
FSC SECURITIES CORPORATION
NA
04/10/1984 - 12/17/1985
SOUTHWESTERN MANAGEMENT & RESEARCH CORPORATION
BC
Issued 9/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/1996
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 4/9/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Donica is the right advisor for you? Invested Better is here to help.
