Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thebus is an investment advisor representative at Park Avenue Securities LLC. He is registered with the state of California and has been in the industry since 1987. Patrick has a strong background in financial planning and portfolio management and is committed to helping his clients achieve their financial goals. He offers a variety of financial services to his clients, including financial planning, investment management, and retirement planning. Patrick is also a registered representative with FINRA. He is dedicated to providing his clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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CA
03/26/2013 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
TN
12/20/2011 - 03/07/2013
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
CA
02/24/2011 - 09/23/2011
NFP SECURITIES, INC. (CARLSBAD CA)
CO
01/09/2009 - 02/11/2011
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
06/06/2006 - 07/28/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CO
02/04/2003 - 05/25/2006
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
01/10/2000 - 02/07/2003
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
03/08/1991 - 04/04/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/08/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
AZ
11/19/1989 - 03/25/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
02/10/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/12/1987 - 02/09/1989
AUGUSTA SECURITIES, INC.
NA
05/06/1986 - 01/12/1987
VICORP SECURITIES, INC.
NA
05/25/1984 - 06/27/1984
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 02/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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