Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Neal Peterson is an experienced financial professional with a strong background in the securities industry. Patrick holds both Series 6 and Series 63 licenses, demonstrating expertise in investment company products, variable contracts, and state securities laws. Patrick has been associated with Cadaret, Grant & Co., Inc. since February 9, 2016, previously working with MetLife Securities Inc. and New England Securities. Patrick specializes in providing comprehensive financial planning, investment management, and portfolio management services to individuals, businesses, and institutions. With a deep understanding of the financial markets, Patrick is dedicated to helping clients achieve their financial goals.
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.
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2
NY
02/09/2016 - Present
Cadaret, Grant & CO., Inc. (Clarence NY)
NY
01/02/2015 - 02/09/2016
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
NY
11/08/1994 - 01/02/2015
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
BC
Issued 11/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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