Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Loren Donica is a financial professional with over 38 years of experience in the industry. Patrick is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Patrick has previously worked with Securian Financial Services, Inc., MIMLIC Sales Corporation, FSC Securities Corporation, and Southwestern Management & Research Corporation. Patrick has a broad range of experience in the financial services industry and has a wide range of investment products and services available. Patrick is a Certified Financial Consultant and is committed to providing his clients with the highest level of personalized service and expertise.
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 09/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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