Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Serda is a registered representative in the state of Michigan and holds Series 6, Series 63, and SIE licenses. Patrick has been active in the financial services industry since 2011. Currently, Patrick is affiliated with Valmark Securities, Inc. and Plante Moran Insurance Agency. Patrick is registered in 7 states including Colorado, Florida, Georgia, Michigan, Ohio, Texas and Virginia.
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.
1
2
MI
10/06/2015 - Present
Valmark Securities, Inc. (Southfield MI)
BC
Issued 12/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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