Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Mazzarella is a financial advisor with over 25 years of experience in the industry. Patrick is currently registered with LPL Financial LLC and is licensed in multiple states including California, Arizona, Colorado, Georgia, Louisiana, Montana, Nevada, New Jersey, New York, and Washington. Patrick has also held previous roles with Wachovia Securities, LLC and Prudential Securities Incorporated. Patrick holds Series 63, 65, 66, 7, 24, and 53 licenses. Patrick is a member of FINRA.
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
AZ
07/01/2011 - Present
LPL Financial LLC (SCOTTSDALE AZ)
MO
07/01/2003 - 11/29/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/17/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 06/07/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/16/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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