Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Roland Hobert is an investment advisor representative registered with Centaurus Financial, Inc. Patrick has been in the securities industry since 1977 and is currently registered with Centaurus Financial, Inc. in Arizona, California, Idaho, Nevada, and Washington. Patrick has also been previously registered with Wedbush Morgan Securities Inc., Brookstreet Securities Corporation, FSC Securities Corporation, Corporate Benefit Securities, Inc., Prudential-Bache Securities Inc., E. F. Hutton & Company Inc, Southmark Financial Services, Inc., CG Equity Sales Company, American General Capital Planning, Inc., Glicoa Associates, Inc., Pla Securities Corporation, and Chubb Securities 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.
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.
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
CA
01/24/2012 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
07/02/2007 - 07/09/2007
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
CA
08/21/1995 - 07/03/2007
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
GA
08/16/1995 - 08/25/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
04/09/1990 - 08/16/1995
CORPORATE BENEFIT SECURITIES, INC. (MISSION VIEJO CA)
NY
05/19/1987 - 04/27/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
10/16/1984 - 05/08/1987
E. F. HUTTON & COMPANY INC
NA
07/12/1982 - 04/11/1984
SOUTHMARK FINANCIAL SERVICES, INC.
NA
09/11/1980 - 08/04/1982
CG EQUITY SALES COMPANY
NA
10/19/1978 - 11/25/1980
AMERICAN GENERAL CAPITAL PLANNING, INC.
NA
04/11/1977 - 11/07/1977
GLICOA ASSOCIATES, INC.
NA
05/06/1976 - 09/25/1976
PLA SECURITIES CORPORATION
NA
03/06/1975 - 03/28/1976
CHUBB SECURITIES CORPORATION
BOTH
Issued 05/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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