Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Richard Bohner is a financial advisor with Raymond James Financial Services, Inc. based in Smithtown, NY. Patrick has been in the financial services industry since 2009. He is registered with FINRA and holds the Series 6, SIE and Series 63 licenses. Patrick has experience working with clients in New York, New Jersey, North Carolina, and South Carolina.
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.
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.
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2
NY
03/14/2017 - Present
Raymond James Financial Services, Inc. (SMITHTOWN NY)
NY
08/01/2016 - 03/02/2017
NATIONAL PLANNING CORPORATION (Islandia NY)
NY
02/16/2012 - 06/30/2016
METLIFE SECURITIES, INC (HAUPPAUGE NY)
NY
03/02/2009 - 06/15/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (PECONIC NY)
NY
08/25/2008 - 03/05/2009
METLIFE SECURITIES INC. (HAUPPAUGE NY)
BC
Issued 09/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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