Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ross Campesi is a financial professional registered with Northwestern Mutual Investment Services, LLC. Patrick is located in Baton Rouge, LA and has been in the industry since 2024. Patrick holds the Series 7TO and SIE securities licenses and the Series 65 investment advisor license. Patrick can provide services including investment research, referrals to other advisors, and portfolio management for individuals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
LA
09/05/2024 - Present
Northwestern Mutual Investment Services, LLC (Baton Rouge LA)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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