Unclaimed
Patrick Randall Gorgonzola is an investment advisor representative with The Fairman Group, LLC. Patrick has been in the industry since July 2012. Patrick is registered with the state of Pennsylvania. Patrick has passed the Series 7, Series 63, Series 65, and SIE exams. Patrick's prior employment was with VANGUARD MARKETING CORPORATION.
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.
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
PA
11/18/2016 - Present
THE Fairman Group, LLC (CHESTERBROOK PA)
PA
07/12/2012 - 09/15/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 08/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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