Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Tantoco is an investment advisor representative registered with Osaic Wealth, Inc. Patrick is active in the state of Hawaii and several other states including Florida and Texas. Patrick has been in the financial industry since 2007, and has experience working with Independent Financial Group, LLC, MML Investors Services, LLC and MSI Financial Services, Inc. Patrick is also active in the state of Hawaii as an Investment Adviser Representative.
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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HI
10/08/2024 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
03/25/2017 - 03/15/2019
MML INVESTORS SERVICES, LLC (HONOLULU HI)
HI
12/12/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (HONOLULU HI)
HI
05/31/2013 - 12/13/2016
INDEPENDENT FINANCIAL GROUP, LLC (HONOLULU HI)
HI
01/25/2011 - 06/04/2013
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (HONOLULU HI)
CA
07/08/2010 - 11/11/2010
H. BECK, INC. (SAN MATEO CA)
CA
03/31/2010 - 07/09/2010
NEW ENGLAND SECURITIES (FOSTER CITY CA)
CA
10/31/2008 - 03/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN MATEO CA)
CA
01/05/2007 - 11/12/2008
CITIGROUP GLOBAL MARKETS INC. (SAN MATEO CA)
IA
Issued 12/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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