Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Paul Astre is a financial advisor with LPL Financial LLC. Patrick is based in Garden City, New York and has been in the financial services industry since 1991. Patrick is registered in 8 states including New York, Florida, California, Pennsylvania, South Carolina, New Jersey, and Connecticut. In addition to working with individuals, Patrick also works with corporations, small businesses, charitable organizations, and investment clubs. Patrick has a background in accounting and tax preparation and offers consulting services in addition to financial planning, investment management, and portfolio management.
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
NY
08/03/2021 - Present
LPL Financial LLC (GARDEN CITY NY)
NY
10/31/2005 - 11/21/2019
SAGEPOINT FINANCIAL, INC. (SHOREHAM NY)
AZ
08/28/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
06/02/1993 - 08/29/1995
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NE
01/30/1993 - 06/02/1993
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
10/15/1991 - 02/09/1993
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
BC
Issued 12/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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