Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Peter Demers is a financial advisor at Raymond James & Associates, Inc.. Patrick Demers has been in the financial services industry since 1989. Patrick Demers holds a Series 63, Series 65, Series 7, Series 24, Series 4, Series 52, Series 53, Series 55, and Series 82 license. Patrick Demers is registered in 53 states and the District of Columbia.
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.
Please see note in schedule d - miscellaneous
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
FL
10/23/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MA
04/22/2010 - 07/12/2017
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
06/20/1989 - 07/12/2017
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
IA
Issued 07/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/18/2009
Series 4 - Registered Options Principal Examination
BC
Issued 07/24/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/26/2019
Series 3 - National Commodity Futures Examination
BC
Issued 06/24/2019
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 07/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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