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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Levendusky is a financial advisor with LPL Financial LLC, specializing in providing comprehensive financial planning services to individuals and families. With over 16 years of experience in the industry, Patrick has a strong understanding of investment strategies and can assist clients with a range of financial goals, including retirement planning, college savings, and estate planning. Patrick holds the Series 7, 31, and 66 licenses, and is also a registered investment advisor in Pennsylvania. Prior to joining LPL, Patrick worked at BNY Mellon Securities Corporation and Nuveen Securities, LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
09/29/2023 - Present
LPL Financial LLC (SEVEN FIELDS PA)
NY
10/29/2020 - 06/30/2023
BNY MELLON SECURITIES CORPORATION (NEW YORK NY)
IL
03/04/2010 - 08/07/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
10/22/2007 - 02/17/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
OH
04/02/2007 - 10/22/2007
MORGAN STANLEY & CO., INCORPORATED (CANTON OH)
OH
10/06/2006 - 04/02/2007
MORGAN STANLEY DW INC. (CANTON OH)
BOTH
Issued 12/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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