Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Manes has been in the financial industry since November 1988 and is currently registered with Independent Financial Partners. Patrick is licensed in Ohio, Pennsylvania and Texas. Patrick previously worked at LPL Financial LLC, PRINCOR FINANCIAL SERVICES CORPORATION, NATIONAL PLANNING CORPORATION, NEW ENGLAND SECURITIES, CITISTREET EQUITIES LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OH
02/06/2020 - Present
Independent Financial Partners (YOUNGSTOWN OH)
OH
05/25/2012 - 05/23/2019
LPL FINANCIAL LLC (YOUNGSTOWN OH)
OH
08/02/2011 - 05/25/2012
PRINCOR FINANCIAL SERVICES CORPORATION (YOUNGSTOWN OH)
OH
07/19/2006 - 08/01/2011
NATIONAL PLANNING CORPORATION (YOUNGSTOWN OH)
OH
11/09/2005 - 07/18/2006
NEW ENGLAND SECURITIES (COLUMBUS OH)
NJ
01/09/1991 - 10/26/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
02/02/1989 - 12/11/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/02/1989 - 12/11/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
09/09/1988 - 12/22/1988
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/09/1988 - 12/22/1988
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/04/1989
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 09/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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