Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Caligiuri is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with MML Investors Services, LLC, and is a registered representative in the states of California, Delaware, Florida, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia. Patrick holds the Series 7, 24, 26, 63, and 65 licenses. Patrick has previously worked at MSI Financial Services, Inc., Lincoln Investment Planning, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, Copeland Equities, Inc., Security First Financial, Inc., and Calvert Securities Corporation. Patrick provides a variety of financial services, including portfolio management, financial planning, pension consulting, and educational seminars. Patrick specializes in serving high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (Doylestown PA)
PA
10/01/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOYLESTOWN PA)
PA
06/01/2007 - 10/01/2007
LINCOLN INVESTMENT PLANNING, INC. (JENKINTOWN PA)
MD
11/28/2005 - 06/01/2007
METLIFE SECURITIES INC. (COLUMBIA MD)
MD
11/28/2005 - 06/01/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
MD
07/13/1994 - 12/31/2005
CITISTREET EQUITIES LLC (COLUMBIA MD)
NA
07/07/1994 - 07/29/1994
COPELAND EQUITIES, INC.
CA
06/13/1994 - 07/27/1994
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
NJ
09/21/1987 - 06/08/1994
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
07/23/1986 - 09/11/1987
CALVERT SECURITIES CORPORATION
IA
Issued 10/2/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 4/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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