Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Broeske is a financial advisor with over 30 years of experience in the financial industry. Patrick has been registered with LPL Financial LLC since 2002. Patrick is licensed in 28 states and offers a variety of services including financial planning, portfolio management, consulting, and educational seminars. Patrick has experience working with clients from different backgrounds, including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Prior to joining LPL Financial LLC, Patrick worked for several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James Financial Services, Inc., and Robert Thomas Securities, 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.
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2
WI
11/25/2002 - Present
LPL Financial LLC (FOND DU LAC WI)
NY
11/06/2000 - 12/10/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
01/04/1999 - 11/08/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/08/1992 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
FL
09/26/1990 - 12/21/1990
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
GA
03/07/1990 - 10/01/1990
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
MN
09/21/1989 - 03/26/1990
OFFERMAN & CO., INC. (MINNEAPOLIS MN)
IA
Issued 05/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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