Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bulger is a financial advisor at Cetera Investment Advisers LLC. Patrick has been in the financial industry since 1998. Patrick has experience working with individuals, families, and businesses. Patrick offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Patrick is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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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2
FL
05/11/2023 - Present
Cetera Investment Advisers LLC (FT LAUDERDALE FL)
FL
05/13/2014 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FT. LAUDERDALE FL)
FL
01/01/2008 - 05/14/2014
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
FL
03/23/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FT. LAUDERDALE FL)
FL
08/31/1998 - 12/15/1998
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
FL
10/31/1997 - 08/31/1998
BILTMORE SECURITIES, INC. (FT. LAUDERDALE FL)
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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