Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bivona is a financial advisor with LPL Financial LLC. Patrick has been in the financial services industry since 1987. Patrick is registered with FINRA and holds Series 7, Series 63 and SIE licenses. Patrick is also a Certified Financial Planner. Patrick works out of the Cypress, CA and Sparta, NJ branch offices of LPL Financial LLC. Patrick has previously worked with Sagepoint Financial, Inc. and Cadaret, Grant & Co., Inc..
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
LPL Financial LLC (CYPRESS CA)
NJ
01/15/2016 - 01/10/2020
SAGEPOINT FINANCIAL, INC. (CLIFTON NJ)
NJ
02/07/1990 - 02/05/2016
CADARET, GRANT & CO., INC. (CLIFTON NJ)
NA
10/27/1989 - 02/12/1990
FOCUS II SECURITIES, INC.
NY
07/31/1989 - 11/18/1989
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
02/24/1987 - 07/18/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 05/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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